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
$157M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.64M
3
+$1.45M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.43M
5
PEP icon
PepsiCo
PEP
+$1.23M

Top Sells

1
+$4.22M
2
+$1.05M
3
+$969K
4
PFE icon
Pfizer
PFE
+$959K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$944K

Sector Composition

1 Financials 2.69%
2 Technology 2.37%
3 Industrials 1.99%
4 Consumer Staples 1.19%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.27%
6,862
-1,113
77
$418K 0.27%
6,994
+2,035
78
$410K 0.26%
1,729
-2
79
$405K 0.26%
4,740
-208
80
$402K 0.26%
4,184
-80
81
$369K 0.23%
2,427
-46
82
$366K 0.23%
+13,299
83
$359K 0.23%
2,872
+145
84
$354K 0.23%
918
+6
85
$338K 0.22%
3,028
-833
86
$333K 0.21%
1,785
87
$326K 0.21%
2,773
-116
88
$308K 0.2%
2,351
+6
89
$306K 0.19%
814
-21
90
$300K 0.19%
3,248
+40
91
$284K 0.18%
797
-2
92
$278K 0.18%
585
-16
93
$270K 0.17%
2,512
-335
94
$268K 0.17%
459
95
$261K 0.17%
4,820
96
$255K 0.16%
1,870
-245
97
$249K 0.16%
+30,000
98
$247K 0.16%
1,591
+8
99
$245K 0.16%
3,239
-488
100
$242K 0.15%
+7,182
1 2 3
4
5