MWM
Maltin Wealth Management Portfolio holdings
AUM $213M
AUM
$213M
AUM Growth
+$9.41M (+5%)
Cap. Flow
+$18.2M
Cap. Flow % of AUM
8.53%
Top 10 Holdings %Top 10 Hldgs %
34.49%
Holding
137
New
8
Increased
63
Reduced
35
Closed
7
Top Buys
| 1 | $5.43M | |
| 2 | $3.12M | |
| 3 | $2.88M | |
| 4 | $2.87M | |
| 5 | $2.14M |
Top Sells
| 1 | $2.69M | |
| 2 | $2.49M | |
| 3 | $611K | |
| 4 | $606K | |
| 5 | $363K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.08M | 0.51% | 2,034 +86 | +4% | +$45.9K | |||
| $1.06M | 0.5% | 10,173 -241 | -2% | -$25.2K | |||
| $1M | 0.47% | 23,849 | – | – | |||
| $974K | 0.46% | 3,969 +185 | +5% | +$45.4K | |||
| $929K | 0.44% | 4,191 | New | +$929K | |||
| $906K | 0.43% | 3,026 -11 | -0.4% | -$3.29K | |||
| $877K | 0.41% | 15,659 +805 | +5% | +$45.1K | |||
| $861K | 0.4% | 6,832 +24 | +0.4% | +$3.02K | |||
| $819K | 0.38% | 8,981 | – | – | |||
| $803K | 0.38% | 22,454 -293 | -1% | -$10.5K | |||
| $758K | 0.36% | 4,436 +188 | +4% | +$32.1K | |||
| $752K | 0.35% | 19,713 | – | – | |||
| $731K | 0.34% | 4,678 +2,866 | +158% | +$448K | |||
| $721K | 0.34% | 62,223 +16,045 | +35% | +$186K | |||
| $709K | 0.33% | 15,425 +2,627 | +21% | +$121K | |||
| $693K | 0.33% | 23,670 | New | +$693K | |||
| $691K | 0.32% | 1,863 +2 | +0.1% | +$742 | |||
| $687K | 0.32% | 11,766 +623 | +6% | +$36.4K | |||
| $678K | 0.32% | 6,255 +21 | +0.3% | +$2.28K | |||
| $636K | 0.3% | 26,350 -25,116 | -49% | -$606K | |||
| $602K | 0.28% | 3,166 -229 | -7% | -$43.6K | |||
| $575K | 0.27% | 18,636 -168 | -0.9% | -$5.18K | |||
| $557K | 0.26% | 14,039 | – | – | |||
| $552K | 0.26% | 7,303 +111 | +2% | +$8.4K | |||
| $539K | 0.25% | 3,488 +4 | +0.1% | +$619 |
