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
$143M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$709K
3
+$613K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
MS icon
Morgan Stanley
MS
+$304K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.32M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$1.24M
5
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$890K

Sector Composition

1 Technology 6.71%
2 Financials 1.71%
3 Communication Services 1.64%
4 Industrials 1.15%
5 Real Estate 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.49%
2
52
$695K 0.49%
68,464
+1,212
53
$676K 0.47%
5,093
-307
54
$662K 0.46%
13,435
+1,127
55
$648K 0.45%
8,483
+50
56
$577K 0.4%
2,792
+514
57
$575K 0.4%
3,415
-501
58
$551K 0.39%
4,234
-811
59
$550K 0.39%
14,934
-13,991
60
$520K 0.36%
3,433
+1
61
$511K 0.36%
13,470
-1,694
62
$473K 0.33%
1,867
+3
63
$431K 0.3%
15,800
-7,800
64
$419K 0.29%
1,974
+261
65
$396K 0.28%
9,740
-1,319
66
$374K 0.26%
1,745
-95
67
$339K 0.24%
12,000
68
$336K 0.24%
13,899
+66
69
$332K 0.23%
4,780
+74
70
$329K 0.23%
+958
71
$320K 0.22%
11,877
-5,099
72
$319K 0.22%
6,940
+450
73
$318K 0.22%
6,342
+284
74
$305K 0.21%
14,022
+235
75
$304K 0.21%
+4,433
1 2
3
4