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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.51%
2,034
+86
52
$1.06M 0.5%
10,173
-241
53
$1M 0.47%
23,849
54
$974K 0.46%
3,969
+185
55
$929K 0.44%
+4,191
56
$906K 0.43%
3,026
-11
57
$877K 0.41%
15,659
+805
58
$861K 0.4%
20,496
+72
59
$819K 0.38%
8,981
60
$803K 0.38%
22,454
-293
61
$758K 0.36%
4,436
+188
62
$752K 0.35%
19,713
63
$731K 0.34%
4,678
+2,866
64
$721K 0.34%
62,223
+16,045
65
$709K 0.33%
15,425
+2,627
66
$693K 0.33%
+23,670
67
$691K 0.32%
1,863
+2
68
$687K 0.32%
11,766
+623
69
$678K 0.32%
6,255
+21
70
$636K 0.3%
26,350
-25,116
71
$602K 0.28%
3,166
-229
72
$575K 0.27%
18,636
-168
73
$557K 0.26%
14,039
74
$552K 0.26%
7,303
+111
75
$539K 0.25%
3,488
+4
1 2
3
4 5