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
$139M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.8M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$1.1M
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$5.32M
2
+$4.53M
3
+$1.87M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.23M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$853K

Sector Composition

1 Technology 3.96%
2 Financials 2.63%
3 Consumer Staples 2.27%
4 Communication Services 2.08%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.26%
+13,348
77
$353K 0.25%
1,729
78
$349K 0.25%
2,736
-86
79
$339K 0.24%
12,656
+490
80
$322K 0.23%
6,079
+752
81
$315K 0.23%
2,864
+92
82
$309K 0.22%
3,633
+456
83
$298K 0.22%
10,114
84
$296K 0.21%
2,682
-23
85
$294K 0.21%
898
+6
86
$277K 0.2%
2,864
-340
87
$264K 0.19%
1,785
88
$262K 0.19%
2,541
-1,000
89
$256K 0.18%
624
+2
90
$250K 0.18%
3,214
-62
91
$246K 0.18%
797
92
$240K 0.17%
+833
93
$237K 0.17%
2,072
-119
94
$229K 0.17%
17,481
95
$228K 0.16%
4,820
96
$225K 0.16%
5,615
97
$213K 0.15%
+2,124
98
$207K 0.15%
1,394
+10
99
$205K 0.15%
+2,333
100
$201K 0.15%
7,031
+358
1 2 3
4
5