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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$10.6M
4
YEXT icon
Yext
YEXT
+$9.38M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.59%
2 Financials 1.35%
3 Industrials 1.32%
4 Communication Services 0.78%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.27%
+14,168
52
$373K 0.24%
+24,872
53
$370K 0.24%
+7,557
54
$365K 0.24%
+1,845
55
$335K 0.22%
+1,895
56
$325K 0.21%
+2,247
57
$318K 0.21%
+2,367
58
$293K 0.19%
+7,874
59
$286K 0.18%
+21,287
60
$280K 0.18%
+1,573
61
$266K 0.17%
+6,269
62
$264K 0.17%
+7,507
63
$256K 0.17%
+791
64
$251K 0.16%
+1,957
65
$244K 0.16%
+5,435
66
$244K 0.16%
+3,299
67
$235K 0.15%
+1,949
68
$232K 0.15%
+721
69
$223K 0.14%
+9,162
70
$222K 0.14%
+2,400
71
$219K 0.14%
+4,563
72
$219K 0.14%
+1,319
73
$218K 0.14%
+1,610
74
$202K 0.13%
+894
75
$200K 0.13%
+7,875
1 2
3
4 5