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
$186M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.55M
3
+$3.27M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$1.96M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.89M

Top Sells

1
+$6.27M
2
+$2.49M
3
+$1.97M
4
PEP icon
PepsiCo
PEP
+$1.28M
5
GIS icon
General Mills
GIS
+$697K

Sector Composition

1 Financials 2.13%
2 Technology 1.87%
3 Industrials 1.79%
4 Communication Services 0.59%
5 Real Estate 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.33%
20,767
+791
27
$2.24M 1.2%
25,389
+2,015
28
$2.15M 1.16%
51,899
29
$2.14M 1.15%
21,533
+3,280
30
$2.09M 1.12%
391,439
-2,115
31
$2.02M 1.09%
80,687
+3,929
32
$1.99M 1.07%
13,071
+193
33
$1.97M 1.06%
57,013
+4,593
34
$1.95M 1.05%
8,066
+780
35
$1.89M 1.01%
+54,405
36
$1.84M 0.99%
3
37
$1.7M 0.91%
38,681
+1,504
38
$1.68M 0.9%
64,500
+4,254
39
$1.66M 0.89%
18,078
+5,320
40
$1.55M 0.83%
10,286
-65
41
$1.43M 0.77%
30,493
+1,125
42
$1.42M 0.76%
15,564
+155
43
$1.37M 0.73%
9,388
+417
44
$1.35M 0.72%
5,962
-235
45
$1.32M 0.71%
36,220
-1,500
46
$1.28M 0.69%
35,972
+761
47
$1.24M 0.67%
31,776
-14,058
48
$1.2M 0.65%
11,275
-50
49
$1.14M 0.61%
+44,828
50
$1.12M 0.6%
23,095
-202
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2
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