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
$165M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.36M
3
+$742K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$528K
5
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$510K

Top Sells

1
+$2.81M
2
+$981K
3
+$852K
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$826K
5
VZ icon
Verizon
VZ
+$573K

Sector Composition

1 Technology 5.98%
2 Financials 2.12%
3 Communication Services 1.4%
4 Healthcare 1.01%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$896K 0.54%
62,325
-68,245
52
$837K 0.51%
2
53
$826K 0.5%
3,971
+4
54
$819K 0.5%
25,901
-922
55
$778K 0.47%
5,684
+537
56
$743K 0.45%
13,798
+123
57
$710K 0.43%
8,537
+54
58
$709K 0.43%
2,472
+152
59
$705K 0.43%
5,505
+258
60
$657K 0.4%
13,579
+90
61
$653K 0.4%
6,754
+1,802
62
$626K 0.38%
4,239
+2
63
$622K 0.38%
13,224
+2,139
64
$613K 0.37%
9,951
-567
65
$608K 0.37%
3,693
-684
66
$556K 0.34%
3,395
67
$528K 0.32%
+19,255
68
$519K 0.32%
9,655
+2,010
69
$510K 0.31%
+5,797
70
$502K 0.31%
5,478
-281
71
$483K 0.29%
1,974
72
$474K 0.29%
3,317
+13
73
$456K 0.28%
2,745
-5,131
74
$412K 0.25%
6,768
-159
75
$407K 0.25%
1,764
+9
1 2
3
4 5