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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.23%
16,185
+983
27
$2.61M 1.22%
31,287
+1,296
28
$2.59M 1.22%
10,007
+576
29
$2.53M 1.19%
98,925
+11,606
30
$2.44M 1.14%
47,947
+3,410
31
$2.41M 1.13%
391,439
32
$2.41M 1.13%
113,410
+12,219
33
$2.4M 1.12%
3
34
$2.36M 1.11%
19,317
-1,123
35
$2.31M 1.08%
85,725
+10,865
36
$2.27M 1.07%
44,591
+3,013
37
$2.14M 1.01%
+18,124
38
$2.12M 1%
66,847
+8,217
39
$1.94M 0.91%
39,795
+2,756
40
$1.78M 0.84%
41,978
-230
41
$1.76M 0.83%
16,029
-2,422
42
$1.58M 0.74%
16,868
+543
43
$1.4M 0.66%
9,956
-134
44
$1.39M 0.65%
6,245
-85
45
$1.32M 0.62%
36,453
-58
46
$1.28M 0.6%
31,717
-50
47
$1.24M 0.58%
6,026
+5
48
$1.23M 0.58%
24,602
+291
49
$1.2M 0.56%
24,629
-2,285
50
$1.1M 0.52%
26,287
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