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
$157M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.64M
3
+$1.45M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.43M
5
PEP icon
PepsiCo
PEP
+$1.23M

Top Sells

1
+$4.22M
2
+$1.05M
3
+$969K
4
PFE icon
Pfizer
PFE
+$959K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$944K

Sector Composition

1 Financials 2.69%
2 Technology 2.37%
3 Industrials 1.99%
4 Consumer Staples 1.19%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.32%
19,644
-442
27
$2M 1.28%
49,329
-668
28
$1.94M 1.23%
12,467
-44
29
$1.89M 1.2%
61,412
+2,712
30
$1.66M 1.06%
46,438
31
$1.63M 1.04%
3
32
$1.62M 1.03%
70,353
-1,004
33
$1.62M 1.03%
20,394
+134
34
$1.59M 1.01%
47,352
+1,435
35
$1.41M 0.9%
34,559
-10,999
36
$1.4M 0.89%
6,038
+638
37
$1.37M 0.87%
74,508
+1,197
38
$1.3M 0.83%
13,170
+9,781
39
$1.27M 0.81%
10,385
+7
40
$1.27M 0.81%
15,162
-304
41
$1.23M 0.78%
+7,216
42
$1.22M 0.78%
28,640
-98,899
43
$1.19M 0.76%
6,193
-385
44
$1.16M 0.74%
44,482
+16,932
45
$1.16M 0.74%
34,779
-498
46
$1.16M 0.74%
8,438
-886
47
$1.13M 0.72%
10,393
-127
48
$1.11M 0.7%
5,740
-29
49
$1.09M 0.69%
29,592
50
$1.08M 0.69%
22,797
-19,868
1
2
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