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
$178M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.46M
3
+$904K
4
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$793K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$720K

Top Sells

1
+$2.2M
2
+$1.37M
3
+$1.06M
4
MS icon
Morgan Stanley
MS
+$486K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$410K

Sector Composition

1 Financials 2.4%
2 Technology 2%
3 Industrials 1.7%
4 Consumer Staples 1.11%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.2%
23,374
+2,980
27
$2.08M 1.17%
51,899
-3,184
28
$2.05M 1.15%
12,878
+411
29
$1.99M 1.12%
76,758
+6,405
30
$1.97M 1.11%
46,031
-3,298
31
$1.9M 1.07%
52,420
+5,068
32
$1.9M 1.07%
3
33
$1.82M 1.02%
7,286
+1,248
34
$1.81M 1.02%
18,253
+5,083
35
$1.72M 0.97%
45,834
-604
36
$1.58M 0.89%
37,177
+2,618
37
$1.57M 0.88%
60,246
+15,764
38
$1.51M 0.85%
56,940
+34,064
39
$1.45M 0.82%
15,409
+247
40
$1.4M 0.79%
10,351
-34
41
$1.39M 0.78%
8,971
+533
42
$1.33M 0.75%
37,720
+2,941
43
$1.33M 0.75%
29,368
+728
44
$1.29M 0.73%
6,197
+4
45
$1.28M 0.72%
7,319
+103
46
$1.25M 0.7%
11,325
+932
47
$1.23M 0.69%
35,211
+4,599
48
$1.17M 0.66%
12,758
+2,294
49
$1.16M 0.65%
29,592
50
$1.12M 0.63%
23,297
+500
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