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
$157M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.64M
3
+$1.45M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.43M
5
PEP icon
PepsiCo
PEP
+$1.23M

Top Sells

1
+$4.22M
2
+$1.05M
3
+$969K
4
PFE icon
Pfizer
PFE
+$959K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$944K

Sector Composition

1 Financials 2.69%
2 Technology 2.37%
3 Industrials 1.99%
4 Consumer Staples 1.19%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.68%
3,505
-80
52
$1.06M 0.67%
3,663
+25
53
$979K 0.62%
1,929
+6
54
$969K 0.62%
25,516
-4,467
55
$965K 0.61%
30,612
+81
56
$956K 0.61%
10,464
+4,464
57
$929K 0.59%
24,151
-814
58
$899K 0.57%
18,901
-6,641
59
$881K 0.56%
66,302
+22,765
60
$791K 0.5%
9,120
+239
61
$744K 0.47%
16,846
-394
62
$692K 0.44%
7,425
-954
63
$691K 0.44%
20,063
-374
64
$646K 0.41%
9,922
-1,781
65
$629K 0.4%
3,700
-426
66
$616K 0.39%
22,876
+10,471
67
$583K 0.37%
1,877
+3
68
$566K 0.36%
10,210
-420
69
$564K 0.36%
26,082
+393
70
$545K 0.35%
16,081
-31,135
71
$523K 0.33%
+3,816
72
$490K 0.31%
5,354
+84
73
$485K 0.31%
3,474
-98
74
$427K 0.27%
5,201
+59
75
$424K 0.27%
3,118
+6
1 2
3
4 5