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
$178M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.46M
3
+$904K
4
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$793K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$720K

Top Sells

1
+$2.2M
2
+$1.37M
3
+$1.06M
4
MS icon
Morgan Stanley
MS
+$486K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$410K

Sector Composition

1 Financials 2.4%
2 Technology 2%
3 Industrials 1.7%
4 Consumer Staples 1.11%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.26%
5,034
+294
77
$466K 0.26%
6,872
+10
78
$452K 0.25%
2,505
+78
79
$447K 0.25%
5,152
-49
80
$428K 0.24%
3,120
+2
81
$413K 0.23%
3,160
+288
82
$404K 0.23%
3,341
+313
83
$386K 0.22%
924
+6
84
$380K 0.21%
4,159
-25
85
$366K 0.21%
1,785
86
$365K 0.21%
2,780
+7
87
$359K 0.2%
+10,093
88
$357K 0.2%
459
89
$349K 0.2%
7,969
+3,633
90
$337K 0.19%
800
-14
91
$335K 0.19%
797
92
$334K 0.19%
3,261
+13
93
$310K 0.17%
2,356
+5
94
$307K 0.17%
586
+1
95
$291K 0.16%
1,597
+6
96
$289K 0.16%
1,959
+89
97
$287K 0.16%
6,586
+1,770
98
$275K 0.15%
32,320
+2,320
99
$274K 0.15%
+2,240
100
$274K 0.15%
7,223
+41
2 3
4
5 6