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
$141M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.03M
3
+$1.11M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$1.09M
5
UPS icon
United Parcel Service
UPS
+$685K

Top Sells

1
+$3.77M
2
+$3.35M
3
+$2.8M
4
PEP icon
PepsiCo
PEP
+$1.93M
5
HD icon
Home Depot
HD
+$1.06M

Sector Composition

1 Technology 4.28%
2 Financials 2.72%
3 Healthcare 1.68%
4 Consumer Discretionary 1.24%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.32%
44,252
+1,393
27
$1.77M 1.25%
12,564
-266
28
$1.56M 1.1%
46,438
29
$1.55M 1.1%
3
30
$1.52M 1.07%
68,549
+1,439
31
$1.52M 1.07%
20,245
+123
32
$1.51M 1.07%
47,608
+1,500
33
$1.45M 1.03%
44,790
+1,045
34
$1.41M 1%
45,146
+35,032
35
$1.34M 0.95%
7,489
+3,819
36
$1.34M 0.95%
38,922
37
$1.29M 0.91%
27,711
-1,205
38
$1.22M 0.86%
15,046
+905
39
$1.21M 0.86%
32,534
-22,521
40
$1.14M 0.8%
5,161
+275
41
$1.13M 0.8%
10,378
-44
42
$1.12M 0.79%
5,790
+19
43
$1.11M 0.79%
+30,840
44
$1.08M 0.76%
8,396
-146
45
$1.06M 0.75%
6,101
+709
46
$1.05M 0.74%
3,601
+4
47
$1.05M 0.74%
10,499
+100
48
$1.01M 0.71%
27,557
-396
49
$1.01M 0.71%
11,884
-353
50
$927K 0.66%
29,912
+1,193
1
2
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