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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$10.6M
4
YEXT icon
Yext
YEXT
+$9.38M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.59%
2 Financials 1.35%
3 Industrials 1.32%
4 Communication Services 0.78%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$188K 0.12%
+1,222
77
$153K 0.1%
+1,070
78
$126K 0.08%
+1,941
79
$122K 0.08%
+1,022
80
$112K 0.07%
+1,468
81
$109K 0.07%
+2,817
82
$108K 0.07%
+365
83
$104K 0.07%
+1,653
84
$103K 0.07%
+1,796
85
$101K 0.07%
+773
86
$98K 0.06%
+880
87
$96K 0.06%
+485
88
$95K 0.06%
+1,730
89
$93K 0.06%
+2,094
90
$88K 0.06%
+529
91
$84K 0.05%
+341
92
$83K 0.05%
+3,345
93
$65K 0.04%
+341
94
$57K 0.04%
+1,168
95
$52K 0.03%
+1,389
96
$37K 0.02%
+665
97
$31K 0.02%
+162
98
$29K 0.02%
+429
99
$24K 0.02%
+188
100
$22K 0.01%
+200
1 2 3
4
5