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
$141M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.74M
3
+$2.52M
4
PSA icon
Public Storage
PSA
+$1.62M
5
PFE icon
Pfizer
PFE
+$1.01M

Top Sells

1
+$2.91M
2
+$1.22M
3
+$1.19M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.06M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.05M

Sector Composition

1 Technology 6.55%
2 Communication Services 1.45%
3 Financials 1.16%
4 Real Estate 1.15%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.18%
1,838
+9
77
$253K 0.18%
1,426
78
$250K 0.18%
1,175
-120
79
$246K 0.18%
3,235
+8
80
$241K 0.17%
6,490
+80
81
$240K 0.17%
1,468
+4
82
$220K 0.16%
+3,054
83
$214K 0.15%
2,920
-200
84
$211K 0.15%
+2,555
85
$205K 0.15%
+1,651
86
$69K 0.05%
6,404
+45
87
– –
-40,498
88
– –
-9,349
89
– –
-968
90
– –
-16,145
91
– –
-2,098
1 2 3
4