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
$139M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.8M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$1.1M
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$5.32M
2
+$4.53M
3
+$1.87M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.23M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$853K

Sector Composition

1 Technology 3.96%
2 Financials 2.63%
3 Consumer Staples 2.27%
4 Communication Services 2.08%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.35%
42,859
+2,463
27
$1.87M 1.35%
16,436
+608
28
$1.87M 1.35%
20,683
+1,655
29
$1.78M 1.28%
48,662
-3,512
30
$1.76M 1.27%
12,830
+141
31
$1.62M 1.17%
90,994
+1,719
32
$1.51M 1.09%
67,110
-10,020
33
$1.49M 1.07%
46,438
34
$1.44M 1.04%
20,122
+598
35
$1.42M 1.03%
43,745
+2,845
36
$1.4M 1.01%
3
37
$1.39M 1%
46,108
-730
38
$1.36M 0.98%
+28,916
39
$1.25M 0.9%
38,922
40
$1.17M 0.84%
14,141
-1,656
41
$1.14M 0.82%
27,953
-154
42
$1.09M 0.79%
8,542
+48
43
$1.09M 0.78%
3,597
+18
44
$1.06M 0.76%
3,582
+1,403
45
$1.05M 0.76%
42,997
-50,128
46
$1.03M 0.74%
4,886
+96
47
$1.01M 0.73%
10,399
+18
48
$1M 0.72%
11,744
+51
49
$967K 0.7%
10,422
-244
50
$959K 0.69%
12,237
+44
1
2
3 4 5