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
$118M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.91M
3
+$2.37M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.8M
5
GDV icon
Gabelli Dividend & Income Trust
GDV
+$1.65M

Top Sells

1
+$9.34M
2
+$6.04M
3
+$5.44M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$3.27M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$2.92M

Sector Composition

1 Technology 5.92%
2 Healthcare 1.87%
3 Communication Services 1.23%
4 Financials 1.23%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.17%
5,174
+611
77
$203K 0.17%
+23,199
78
$182K 0.15%
10,252
+1,090
79
$68K 0.06%
6,317
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5 6