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
$132M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.76M
3
+$1.49M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.12M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.05M

Top Sells

1
+$1.7M
2
+$1.34M
3
+$1.34M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.13M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$970K

Sector Composition

1 Technology 7.46%
2 Financials 1.16%
3 Communication Services 0.92%
4 Consumer Discretionary 0.88%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.44%
2,891
-493
52
$565K 0.43%
14,920
-11,229
53
$565K 0.43%
24,760
-11,708
54
$560K 0.42%
21,600
+10,000
55
$535K 0.4%
2
56
$494K 0.37%
3,616
-17
57
$492K 0.37%
5,396
-416
58
$448K 0.34%
17,995
59
$436K 0.33%
7,914
+369
60
$371K 0.28%
+10,640
61
$364K 0.27%
5,844
+53
62
$350K 0.26%
1,135
-2,427
63
$341K 0.26%
31,557
+8,358
64
$338K 0.26%
1,832
-22
65
$338K 0.26%
+16,145
66
$309K 0.23%
12,000
67
$262K 0.2%
1,812
-35
68
$260K 0.2%
1,588
+6
69
$242K 0.18%
+968
70
$240K 0.18%
1,464
-150
71
$239K 0.18%
+1,426
72
$231K 0.17%
1,295
+120
73
$229K 0.17%
11,374
+1,122
74
$228K 0.17%
+6,410
75
$221K 0.17%
+3,120
1 2
3
4