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
$165M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.36M
3
+$742K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$528K
5
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$510K

Top Sells

1
+$2.81M
2
+$981K
3
+$852K
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$826K
5
VZ icon
Verizon
VZ
+$573K

Sector Composition

1 Technology 5.98%
2 Financials 2.12%
3 Communication Services 1.4%
4 Healthcare 1.01%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.25%
1,025
+25
77
$388K 0.24%
3,180
+160
78
$381K 0.23%
4,871
-437
79
$375K 0.23%
14,128
+163
80
$368K 0.22%
1,324
+149
81
$359K 0.22%
8,696
+45
82
$329K 0.2%
1,870
+163
83
$320K 0.19%
5,883
+13
84
$315K 0.19%
14,486
-6,792
85
$307K 0.19%
810
+3
86
$305K 0.19%
3,258
+13
87
$295K 0.18%
686
+121
88
$294K 0.18%
3,726
+43
89
$286K 0.17%
3,164
+13
90
$275K 0.17%
+791
91
$273K 0.17%
1,129
-98
92
$267K 0.16%
5,498
+553
93
$261K 0.16%
1,814
+3
94
$257K 0.16%
947
+63
95
$255K 0.16%
8,700
-3,300
96
$247K 0.15%
1,078
+1
97
$246K 0.15%
4,634
+22
98
$244K 0.15%
8,808
-2,053
99
$241K 0.15%
1,100
+4
100
$228K 0.14%
+2,173
1 2 3
4
5