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
$163M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$668K
3
+$451K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$359K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$6.8M
2
+$1.82M
3
+$1.37M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$417K
5
MCD icon
McDonald's
MCD
+$407K

Sector Composition

1 Technology 5.45%
2 Financials 2.21%
3 Healthcare 1.5%
4 Communication Services 1.44%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$823K 0.51%
2
52
$775K 0.48%
22,473
-3,428
53
$765K 0.47%
7,905
+1,151
54
$763K 0.47%
1,935
+910
55
$718K 0.44%
2,474
+2
56
$717K 0.44%
3,936
-35
57
$715K 0.44%
8,537
58
$714K 0.44%
13,711
-87
59
$688K 0.42%
5,392
-113
60
$668K 0.41%
+6,191
61
$661K 0.41%
13,675
+96
62
$624K 0.38%
4,181
-58
63
$606K 0.37%
18,891
-13,013
64
$603K 0.37%
3,732
+39
65
$580K 0.36%
12,480
-744
66
$536K 0.33%
5,509
+31
67
$525K 0.32%
3,248
-147
68
$518K 0.32%
6,107
+310
69
$510K 0.31%
9,685
+30
70
$489K 0.3%
17,774
-1,481
71
$484K 0.3%
7,949
-2,002
72
$466K 0.29%
1,974
73
$439K 0.27%
4,252
+2,079
74
$438K 0.27%
3,280
+100
75
$434K 0.27%
3,362
+45
1 2
3
4 5