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
$151M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.53M
3
+$1.24M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$1.08M
5
TGT icon
Target
TGT
+$1.05M

Top Sells

1
+$4.87M
2
+$3.17M
3
+$2.5M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$1.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.69M

Sector Composition

1 Financials 4.11%
2 Technology 3.64%
3 Healthcare 2.43%
4 Industrials 2.23%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.67%
+19,049
52
$971K 0.64%
19,354
-14,915
53
$929K 0.61%
1,894
+5
54
$917K 0.61%
45,916
+9,680
55
$883K 0.58%
10,105
+531
56
$865K 0.57%
4,952
-2,925
57
$862K 0.57%
34,977
-46,910
58
$838K 0.55%
2,018
-51
59
$835K 0.55%
5,120
-580
60
$779K 0.52%
11,501
+5,195
61
$776K 0.51%
+3,751
62
$760K 0.5%
53,332
-6,244
63
$753K 0.5%
8,595
-81
64
$740K 0.49%
+3,112
65
$720K 0.48%
5,778
+207
66
$713K 0.47%
2,479
+2
67
$706K 0.47%
3,849
+1,521
68
$698K 0.46%
5,121
-731
69
$623K 0.41%
13,922
+76
70
$587K 0.39%
3,694
71
$585K 0.39%
23,142
-11,870
72
$551K 0.36%
+24,923
73
$549K 0.36%
4,894
+635
74
$545K 0.36%
3,566
+205
75
$542K 0.36%
3,344
-2,899
1 2
3
4 5