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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.25%
94,342
+13,165
77
$516K 0.24%
944
+4
78
$513K 0.24%
13,581
+136
79
$500K 0.23%
3,310
-238
80
$496K 0.23%
18,747
-23,119
81
$492K 0.23%
7,179
+266
82
$472K 0.22%
5,563
+286
83
$471K 0.22%
843
+2
84
$440K 0.21%
19,220
85
$424K 0.2%
797
86
$423K 0.2%
3,281
-116
87
$421K 0.2%
4,250
-122
88
$400K 0.19%
2,696
-8
89
$397K 0.19%
3,325
+14
90
$397K 0.19%
1,785
91
$388K 0.18%
3,032
-13
92
$380K 0.18%
460
93
$373K 0.18%
10,000
94
$365K 0.17%
8,697
-292
95
$356K 0.17%
12,939
96
$354K 0.17%
9,402
-3,235
97
$332K 0.16%
2,274
+295
98
$328K 0.15%
4,126
+109
99
$321K 0.15%
571
+108
100
$308K 0.14%
7,371
+40
2 3
4
5 6