MWM

Maltin Wealth Management Portfolio holdings

AUM $241M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.92M
3
+$1.87M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$838K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$1.15M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$923K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$803K

Sector Composition

1 Technology 2.72%
2 Financials 2.53%
3 Consumer Staples 2.26%
4 Healthcare 2.21%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.28%
12,689
-4,832
27
$1.76M 1.28%
41,868
-6,109
28
$1.76M 1.28%
56,564
+800
29
$1.73M 1.26%
30,449
+871
30
$1.7M 1.24%
89,275
+2,052
31
$1.62M 1.18%
52,174
+1,538
32
$1.61M 1.17%
19,028
-595
33
$1.5M 1.09%
15,828
+161
34
$1.44M 1.05%
28,107
-546
35
$1.42M 1.03%
46,438
+4,076
36
$1.41M 1.02%
3
37
$1.38M 1.01%
15,797
+1,153
38
$1.36M 0.99%
46,838
39
$1.33M 0.97%
19,524
+390
40
$1.3M 0.94%
40,900
+2,225
41
$1.18M 0.86%
38,922
42
$1.15M 0.84%
8,494
+73
43
$1.05M 0.77%
26,716
+18,636
44
$1M 0.73%
3,579
-317
45
$982K 0.72%
10,381
-12,166
46
$980K 0.71%
11,693
+57
47
$976K 0.71%
4,790
+121
48
$971K 0.71%
12,193
+40
49
$880K 0.64%
4,981
-1,901
50
$853K 0.62%
34,937
-972
1
2
3 4 5