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
$166M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.26M
3
+$944K
4
SMG icon
ScottsMiracle-Gro
SMG
+$808K
5
MMM icon
3M
MMM
+$789K

Top Sells

1
+$9.85M
2
+$2.91M
3
+$1.32M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$606K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$489K

Sector Composition

1 Technology 5.23%
2 Financials 2.89%
3 Industrials 1.92%
4 Healthcare 1.92%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.29%
4,259
+7
77
$478K 0.29%
3,300
+20
78
$475K 0.29%
3,113
-135
79
$452K 0.27%
1,513
+189
80
$449K 0.27%
5,441
+52
81
$439K 0.26%
+2,328
82
$425K 0.26%
6,306
+10
83
$422K 0.25%
9,475
+730
84
$394K 0.24%
15,428
+1,113
85
$387K 0.23%
1,713
-261
86
$366K 0.22%
+1,726
87
$361K 0.22%
7,297
+1,625
88
$352K 0.21%
738
+46
89
$341K 0.21%
1,013
+19
90
$332K 0.2%
868
+54
91
$328K 0.2%
+18,382
92
$316K 0.19%
2,042
+141
93
$314K 0.19%
3,997
+62
94
$309K 0.19%
3,200
+36
95
$300K 0.18%
3,275
+5
96
$295K 0.18%
4,656
+14
97
$293K 0.18%
5,501
98
$287K 0.17%
2,217
+124
99
$263K 0.16%
1,135
+3
100
$247K 0.15%
1,825
+11
1 2 3
4
5