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
$141M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.03M
3
+$1.11M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$1.09M
5
UPS icon
United Parcel Service
UPS
+$685K

Top Sells

1
+$3.77M
2
+$3.35M
3
+$2.8M
4
PEP icon
PepsiCo
PEP
+$1.93M
5
HD icon
Home Depot
HD
+$1.06M

Sector Composition

1 Technology 4.28%
2 Financials 2.72%
3 Healthcare 1.68%
4 Consumer Discretionary 1.24%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.65%
1,919
+4
52
$908K 0.64%
24,965
-10
53
$906K 0.64%
11,806
+62
54
$893K 0.63%
49,086
-41,908
55
$885K 0.63%
36,312
-6,685
56
$847K 0.6%
5,117
+6
57
$826K 0.58%
9,200
+1,000
58
$738K 0.52%
8,685
+64
59
$706K 0.5%
8,262
+562
60
$679K 0.48%
20,745
61
$667K 0.47%
16,091
-90,893
62
$650K 0.46%
45,557
+795
63
$597K 0.42%
4,104
-737
64
$586K 0.41%
11,089
+1,085
65
$556K 0.39%
10,630
+430
66
$545K 0.39%
25,796
-287
67
$530K 0.37%
1,872
-14
68
$476K 0.34%
+10,515
69
$451K 0.32%
14,777
+700
70
$449K 0.32%
5,173
+30
71
$435K 0.31%
5,470
-97
72
$424K 0.3%
3,546
+20
73
$420K 0.3%
4,240
+22
74
$407K 0.29%
3,839
+25
75
$405K 0.29%
7,117
+1,038
1 2
3
4 5