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
$143M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.16M
3
+$2.11M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.97M
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$1.57M

Top Sells

1
+$4.91M
2
+$1.21M
3
+$885K
4
TSOC
Innovator Triple Stacker ETF - October
TSOC
+$451K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$314K

Sector Composition

1 Technology 2.61%
2 Financials 2.59%
3 Healthcare 2.25%
4 Industrials 1.39%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.38%
+82,364
27
$1.97M 1.38%
56,364
-500
28
$1.89M 1.32%
20,086
-303
29
$1.87M 1.31%
49,997
-2,659
30
$1.78M 1.24%
71,357
+2,808
31
$1.73M 1.21%
45,558
+1,306
32
$1.7M 1.18%
12,511
-53
33
$1.59M 1.11%
3
34
$1.57M 1.1%
+58,700
35
$1.52M 1.06%
46,438
36
$1.47M 1.02%
47,216
-392
37
$1.46M 1.02%
20,260
+15
38
$1.42M 0.99%
45,917
+1,127
39
$1.4M 0.98%
15,466
+420
40
$1.38M 0.96%
9,324
+928
41
$1.25M 0.87%
73,311
+24,225
42
$1.18M 0.83%
25,542
-2,169
43
$1.12M 0.79%
5,400
+239
44
$1.1M 0.76%
35,277
-9,869
45
$1.09M 0.76%
10,378
46
$1.08M 0.75%
6,578
+477
47
$1.06M 0.74%
29,983
-857
48
$996K 0.7%
29,592
-9,330
49
$992K 0.69%
10,520
+21
50
$988K 0.69%
5,769
-21
1
2
3 4 5