MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
This Quarter Return
-2.24%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-9.1%)
Cap. Flow
-$9.9M
Cap. Flow
% of AUM
-6.54%
Top 10 Holdings %
Top 10 Hldgs %
34.54%
Holding
126
New
12
Increased
62
Reduced
29
Closed
14
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.66M |
| 2 |
ProShares Short High Yield
SJB
|
$1.54M |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$1.24M |
| 4 |
Innovator US Equity Buffer ETF July
BJUL
|
$1.09M |
| 5 |
Target
TGT
|
$1.05M |
Top Sells
Sector Composition
| 1 | Financials | 4.11% |
| 2 | Technology | 3.64% |
| 3 | Healthcare | 2.43% |
| 4 | Industrials | 2.23% |
| 5 | Communication Services | 2.22% |
