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
$143M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.16M
3
+$2.11M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.97M
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$1.57M

Top Sells

1
+$4.91M
2
+$1.21M
3
+$885K
4
TSOC
Innovator Triple Stacker ETF - October
TSOC
+$451K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$314K

Sector Composition

1 Technology 2.61%
2 Financials 2.59%
3 Healthcare 2.25%
4 Industrials 1.39%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$978K 0.68%
+3,638
52
$969K 0.68%
10,901
-983
53
$959K 0.67%
28,912
+1,355
54
$945K 0.66%
3,585
-16
55
$919K 0.64%
30,531
+619
56
$886K 0.62%
24,965
57
$878K 0.61%
1,923
+4
58
$820K 0.57%
9,290
+90
59
$796K 0.56%
5,112
-5
60
$749K 0.52%
11,703
-103
61
$732K 0.51%
8,881
+196
62
$699K 0.49%
17,240
+1,149
63
$695K 0.49%
27,550
+14,030
64
$684K 0.48%
8,379
+117
65
$666K 0.46%
20,437
-308
66
$646K 0.45%
43,537
-2,020
67
$598K 0.42%
4,126
+22
68
$596K 0.42%
10,945
-144
69
$551K 0.38%
+6,000
70
$530K 0.37%
10,630
71
$510K 0.36%
1,874
+2
72
$499K 0.35%
25,689
-107
73
$467K 0.33%
3,572
+26
74
$440K 0.31%
5,270
+97
75
$432K 0.3%
7,975
+858
1 2
3
4 5