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
$127M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.92M
3
+$811K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$791K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$757K

Top Sells

1
+$4.31M
2
+$2.34M
3
+$1.78M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.24M

Sector Composition

1 Financials 3.02%
2 Technology 2.94%
3 Healthcare 2.23%
4 Consumer Discretionary 2.14%
5 Energy 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.69%
35,909
+19,238
52
$853K 0.67%
17,062
+51
53
$838K 0.66%
11,234
+1,200
54
$820K 0.65%
45,859
-1,335
55
$819K 0.65%
11,163
-13
56
$814K 0.64%
26,961
+18,566
57
$811K 0.64%
+35,142
58
$803K 0.63%
27,276
-60,521
59
$764K 0.6%
1,903
+5
60
$755K 0.6%
12,153
+53
61
$734K 0.58%
6,498
-1,096
62
$714K 0.56%
23,888
+852
63
$679K 0.54%
6,477
+707
64
$648K 0.51%
8,602
-30
65
$638K 0.5%
3,951
-5,098
66
$632K 0.5%
23,957
+34
67
$618K 0.49%
7,820
-148
68
$606K 0.48%
7,196
-1,321
69
$588K 0.46%
31,428
-2,959
70
$551K 0.44%
5,272
+57
71
$526K 0.42%
21,082
+5,451
72
$505K 0.4%
2,362
+465
73
$487K 0.38%
16,680
74
$467K 0.37%
3,929
+2
75
$452K 0.36%
10,300
+55
1 2
3
4 5