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
$143M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.16M
3
+$2.11M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.97M
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$1.57M

Top Sells

1
+$4.91M
2
+$1.21M
3
+$885K
4
TSOC
Innovator Triple Stacker ETF - October
TSOC
+$451K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$314K

Sector Composition

1 Technology 2.61%
2 Financials 2.59%
3 Healthcare 2.25%
4 Industrials 1.39%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.28%
5,142
-328
77
$399K 0.28%
3,861
+22
78
$389K 0.27%
4,264
+24
79
$389K 0.27%
4,948
+899
80
$382K 0.27%
9,095
-1,420
81
$381K 0.27%
3,112
82
$368K 0.26%
1,731
+2
83
$328K 0.23%
+3,389
84
$314K 0.22%
2,473
-36
85
$314K 0.22%
12,405
-342
86
$304K 0.21%
2,889
-13
87
$299K 0.21%
2,727
88
$295K 0.21%
2,847
+141
89
$295K 0.21%
912
+7
90
$285K 0.2%
1,785
91
$280K 0.2%
799
-13
92
$272K 0.19%
2,115
+381
93
$264K 0.18%
835
-20
94
$260K 0.18%
+4,959
95
$258K 0.18%
3,208
-31
96
$257K 0.18%
601
+2
97
$251K 0.18%
2,345
+5
98
$249K 0.17%
3,727
+807
99
$247K 0.17%
459
100
$241K 0.17%
4,820
1 2 3
4
5