MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
1-Year Return
11.81%
This Quarter Return
+3.93%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$141M
AUM Growth
+$2.75M
(+2%)
Cap. Flow
-$1.76M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
36.23%
Holding
114
New
10
Increased
58
Reduced
24
Closed
8
Top Buys
Top Sells
| 1 |
FT Vest US Equity Buffer ETF June
FJUN
|
$3.77M |
| 2 |
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
|
$3.35M |
| 3 |
FT Vest US Equity Buffer ETF September
FSEP
|
$2.8M |
| 4 |
PepsiCo
PEP
|
$1.93M |
| 5 |
Home Depot
HD
|
$1.06M |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Financials | 2.72% |
| 3 | Healthcare | 1.68% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Communication Services | 1.24% |
