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
$151M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.53M
3
+$1.24M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$1.08M
5
TGT icon
Target
TGT
+$1.05M

Top Sells

1
+$4.87M
2
+$3.17M
3
+$2.5M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$1.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.69M

Sector Composition

1 Financials 4.11%
2 Technology 3.64%
3 Healthcare 2.43%
4 Industrials 2.23%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.35%
1,513
77
$517K 0.34%
9,640
+110
78
$481K 0.32%
5,457
+16
79
$464K 0.31%
3,340
+40
80
$457K 0.3%
+15,132
81
$409K 0.27%
+3,691
82
$406K 0.27%
3,118
+5
83
$398K 0.26%
7,927
-11,595
84
$378K 0.25%
20,159
+1,777
85
$361K 0.24%
15,110
-318
86
$354K 0.23%
10,339
+3,921
87
$344K 0.23%
8,347
-1,128
88
$337K 0.22%
7,315
+18
89
$322K 0.21%
1,713
90
$314K 0.21%
1,018
+5
91
$305K 0.2%
673
-65
92
$300K 0.2%
3,214
+14
93
$295K 0.2%
2,148
+106
94
$288K 0.19%
873
+5
95
$282K 0.19%
2,224
+7
96
$281K 0.19%
3,283
+8
97
$275K 0.18%
5,501
98
$258K 0.17%
1,426
99
$252K 0.17%
4,510
-146
100
$238K 0.16%
5,615
2 3
4
5 6