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
$178M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.46M
3
+$904K
4
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$793K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$720K

Top Sells

1
+$2.2M
2
+$1.37M
3
+$1.06M
4
MS icon
Morgan Stanley
MS
+$486K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$410K

Sector Composition

1 Financials 2.4%
2 Technology 2%
3 Industrials 1.7%
4 Consumer Staples 1.11%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.61%
1,935
+6
52
$977K 0.55%
24,151
53
$964K 0.54%
3,324
-181
54
$912K 0.51%
19,215
+314
55
$850K 0.48%
4,955
-785
56
$850K 0.48%
9,120
57
$830K 0.47%
13,761
+6,767
58
$829K 0.47%
20,722
-4,794
59
$811K 0.46%
17,240
+394
60
$793K 0.45%
+20,175
61
$751K 0.42%
3,747
+47
62
$728K 0.41%
59,823
-6,479
63
$724K 0.41%
20,063
64
$720K 0.41%
+20,359
65
$697K 0.39%
9,956
+34
66
$695K 0.39%
+32,989
67
$689K 0.39%
24,209
+10,910
68
$677K 0.38%
11,144
+934
69
$647K 0.36%
1,879
+2
70
$608K 0.34%
26,446
+364
71
$563K 0.32%
15,820
-261
72
$555K 0.31%
3,892
+76
73
$545K 0.31%
5,582
+228
74
$540K 0.3%
+14,659
75
$494K 0.28%
3,274
-200
1 2
3
4 5