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
$141M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.03M
3
+$1.11M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$1.09M
5
UPS icon
United Parcel Service
UPS
+$685K

Top Sells

1
+$3.77M
2
+$3.35M
3
+$2.8M
4
PEP icon
PepsiCo
PEP
+$1.93M
5
HD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.28%
3,112
77
$381K 0.27%
1,729
78
$354K 0.25%
13,520
+864
79
$347K 0.25%
4,049
+416
80
$338K 0.24%
12,747
-601
81
$327K 0.23%
2,509
-32
82
$313K 0.22%
2,727
-137
83
$309K 0.22%
2,902
+38
84
$295K 0.21%
2,189
-835
85
$292K 0.21%
905
+7
86
$291K 0.21%
855
+22
87
$291K 0.21%
2,706
+24
88
$291K 0.21%
1,785
89
$277K 0.2%
812
+15
90
$265K 0.19%
599
-25
91
$263K 0.19%
3,239
+25
92
$243K 0.17%
4,820
93
$237K 0.17%
17,741
+260
94
$230K 0.16%
+1,734
95
$225K 0.16%
5,615
96
$218K 0.15%
2,340
+7
97
$215K 0.15%
+459
98
$212K 0.15%
1,396
+2
99
$208K 0.15%
+2,920
100
$207K 0.15%
+2,785
1 2 3
4
5