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
$141M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.74M
3
+$2.52M
4
PSA icon
Public Storage
PSA
+$1.62M
5
PFE icon
Pfizer
PFE
+$1.01M

Top Sells

1
+$2.91M
2
+$1.22M
3
+$1.19M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.06M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.05M

Sector Composition

1 Technology 6.55%
2 Communication Services 1.45%
3 Financials 1.16%
4 Real Estate 1.15%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.44%
5,400
+4
52
$607K 0.43%
12,308
+80
53
$606K 0.43%
8,433
-489
54
$589K 0.42%
+5,045
55
$584K 0.42%
64,506
+32,949
56
$577K 0.41%
+4,308
57
$531K 0.38%
67,252
-1,894
58
$530K 0.38%
14,272
-2,334
59
$465K 0.33%
3,432
-184
60
$454K 0.32%
15,164
+244
61
$441K 0.31%
16,976
-1,019
62
$424K 0.3%
1,864
-1,027
63
$422K 0.3%
11,059
+419
64
$404K 0.29%
1,840
+8
65
$401K 0.29%
2,278
+690
66
$381K 0.27%
1,137
+2
67
$349K 0.25%
+13,595
68
$325K 0.23%
12,000
69
$323K 0.23%
+1,713
70
$311K 0.22%
1,888
+76
71
$297K 0.21%
13,787
-10,973
72
$294K 0.21%
4,706
-1,138
73
$287K 0.2%
1,825
+6
74
$286K 0.2%
13,833
+2,459
75
$262K 0.19%
6,058
+620
1 2
3
4