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
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.92M
3
+$1.87M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$838K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$1.15M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$923K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$803K

Sector Composition

1 Technology 2.72%
2 Financials 2.53%
3 Consumer Staples 2.26%
4 Healthcare 2.21%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.62%
1,909
+6
52
$794K 0.58%
10,666
-497
53
$764K 0.56%
28,305
+4,417
54
$749K 0.54%
5,761
-825
55
$745K 0.54%
8,781
+179
56
$743K 0.54%
45,008
-851
57
$688K 0.5%
2,179
-1,101
58
$667K 0.49%
6,728
-468
59
$665K 0.48%
9,040
-2,194
60
$652K 0.47%
7,666
-154
61
$647K 0.47%
12,921
-4,141
62
$646K 0.47%
4,815
-457
63
$643K 0.47%
3,698
-253
64
$605K 0.44%
4,859
+930
65
$530K 0.39%
25,739
-5,689
66
$509K 0.37%
17,145
+465
67
$485K 0.35%
3,003
-322
68
$481K 0.35%
9,940
-360
69
$475K 0.35%
5,516
-49
70
$416K 0.3%
5,031
+1,064
71
$411K 0.3%
8,302
+69
72
$410K 0.3%
3,793
-539
73
$408K 0.3%
3,110
-20
74
$405K 0.3%
1,903
-459
75
$394K 0.29%
15,750
-5,332
1 2
3
4 5