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
$166M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.26M
3
+$944K
4
SMG icon
ScottsMiracle-Gro
SMG
+$808K
5
MMM icon
3M
MMM
+$789K

Top Sells

1
+$9.85M
2
+$2.91M
3
+$1.32M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$606K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$489K

Sector Composition

1 Technology 5.23%
2 Financials 2.89%
3 Industrials 1.92%
4 Healthcare 1.92%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.57%
+4,567
52
$944K 0.57%
35,012
+242
53
$941K 0.57%
22,847
+374
54
$940K 0.57%
9,574
+4,065
55
$927K 0.56%
5,852
-28
56
$903K 0.54%
2,069
+134
57
$901K 0.54%
2
58
$873K 0.52%
59,576
-5,872
59
$845K 0.51%
6,243
+52
60
$843K 0.51%
3,933
-3
61
$808K 0.49%
+5,019
62
$795K 0.48%
2,477
+3
63
$793K 0.48%
14,294
+583
64
$784K 0.47%
8,676
+139
65
$752K 0.45%
+36,236
66
$746K 0.45%
4,359
+627
67
$720K 0.43%
5,571
+179
68
$713K 0.43%
+22,424
69
$688K 0.41%
+32,276
70
$655K 0.39%
13,846
+171
71
$642K 0.39%
3,694
-487
72
$633K 0.38%
13,122
+642
73
$615K 0.37%
3,361
-1
74
$614K 0.37%
+30,456
75
$540K 0.32%
9,530
-155
1 2
3
4 5