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
$139M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.8M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$1.1M
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$5.32M
2
+$4.53M
3
+$1.87M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.23M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$853K

Sector Composition

1 Technology 3.96%
2 Financials 2.63%
3 Consumer Staples 2.27%
4 Communication Services 2.08%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.69%
5,771
+10
52
$878K 0.63%
1,915
+6
53
$846K 0.61%
28,719
+414
54
$844K 0.61%
24,975
-133,888
55
$814K 0.59%
5,392
+533
56
$792K 0.57%
5,111
+130
57
$791K 0.57%
+8,200
58
$719K 0.52%
8,621
-160
59
$712K 0.51%
3,670
-28
60
$693K 0.5%
44,762
-246
61
$676K 0.49%
7,700
+34
62
$645K 0.47%
20,745
+3,600
63
$631K 0.45%
4,841
+26
64
$609K 0.44%
10,004
+964
65
$542K 0.39%
26,083
+344
66
$510K 0.37%
10,200
+260
67
$482K 0.35%
3,024
+21
68
$470K 0.34%
1,886
-17
69
$458K 0.33%
5,567
+51
70
$443K 0.32%
5,143
+112
71
$439K 0.32%
4,218
-2,510
72
$405K 0.29%
+14,077
73
$402K 0.29%
3,814
+21
74
$402K 0.29%
3,112
+2
75
$366K 0.26%
3,526
+40
1 2
3
4 5