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
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.92M
3
+$1.87M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$838K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$1.15M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$923K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$803K

Sector Composition

1 Technology 2.72%
2 Financials 2.53%
3 Consumer Staples 2.26%
4 Healthcare 2.21%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.24%
+1,666
77
$330K 0.24%
1,729
+1
78
$315K 0.23%
+12,166
79
$310K 0.23%
2,822
-3,676
80
$308K 0.22%
3,486
-327
81
$306K 0.22%
892
+6
82
$300K 0.22%
2,772
-6,677
83
$297K 0.22%
3,541
-419
84
$288K 0.21%
2,705
-3,772
85
$287K 0.21%
10,114
86
$284K 0.21%
2,191
-10,255
87
$271K 0.2%
3,276
+45
88
$270K 0.2%
+5,327
89
$263K 0.19%
+3,204
90
$251K 0.18%
+3,177
91
$246K 0.18%
797
-549
92
$238K 0.17%
9,691
-14,266
93
$238K 0.17%
622
-3,043
94
$232K 0.17%
+633
95
$224K 0.16%
5,615
96
$222K 0.16%
8,389
+72
97
$221K 0.16%
17,481
+656
98
$221K 0.16%
6,673
-20,288
99
$220K 0.16%
1,785
100
$212K 0.15%
+4,820
1 2 3
4
5