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
$163M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$668K
3
+$451K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$359K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$6.8M
2
+$1.82M
3
+$1.37M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$417K
5
MCD icon
McDonald's
MCD
+$407K

Sector Composition

1 Technology 5.45%
2 Financials 2.21%
3 Healthcare 1.5%
4 Communication Services 1.44%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.25%
5,389
+518
77
$385K 0.24%
2,626
-119
78
$377K 0.23%
6,296
-472
79
$371K 0.23%
8,745
+49
80
$361K 0.22%
14,315
+187
81
$361K 0.22%
1,324
82
$322K 0.2%
1,901
+31
83
$308K 0.19%
814
+4
84
$307K 0.19%
3,935
+209
85
$301K 0.18%
14,739
+253
86
$298K 0.18%
692
+6
87
$293K 0.18%
3,164
88
$293K 0.18%
3,270
+12
89
$284K 0.17%
5,672
-211
90
$280K 0.17%
994
+47
91
$279K 0.17%
821
+30
92
$267K 0.16%
5,501
+3
93
$259K 0.16%
1,132
+3
94
$255K 0.16%
1,814
95
$254K 0.16%
8,700
96
$253K 0.16%
4,642
+8
97
$246K 0.15%
+5,722
98
$244K 0.15%
+2,093
99
$236K 0.14%
1,080
+2
100
$235K 0.14%
1,105
+5
1 2 3
4
5