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
$132M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.76M
3
+$1.49M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.12M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.05M

Top Sells

1
+$1.7M
2
+$1.34M
3
+$1.34M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.13M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$970K

Sector Composition

1 Technology 7.46%
2 Financials 1.16%
3 Communication Services 0.92%
4 Consumer Discretionary 0.88%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.17%
1,829
-60
77
$218K 0.16%
+1,819
78
$215K 0.16%
+5,438
79
$210K 0.16%
+3,227
80
$206K 0.16%
+2,098
81
$68K 0.05%
6,359
+42
82
– –
-5,221
83
– –
-4,180
84
– –
-11,927
85
– –
-26,942
86
– –
-12,000
87
– –
-4,026
88
– –
-3,738
89
– –
-144,084
90
– –
-4,900
91
– –
-9,924
92
– –
-2,504
93
– –
-5,174
1 2 3
4