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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$10.6M
4
YEXT icon
Yext
YEXT
+$9.38M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.59%
2 Financials 1.35%
3 Industrials 1.32%
4 Communication Services 0.78%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
+123
102
$14K 0.01%
+461
103
$13K 0.01%
+342
104
$8K 0.01%
+89
105
$8K 0.01%
+96
106
$8K 0.01%
+141
107
$6K ﹤0.01%
+52
108
$6K ﹤0.01%
+37
109
$6K ﹤0.01%
+41
110
$6K ﹤0.01%
+50
111
$5K ﹤0.01%
+57
112
$3K ﹤0.01%
+95
113
$3K ﹤0.01%
+30
114
$3K ﹤0.01%
+36
115
$3K ﹤0.01%
+32
116
$0 ﹤0.01%
+1
117
$0 ﹤0.01%
+1
118
$0 ﹤0.01%
+1
119
$0 ﹤0.01%
+1
120
$0 ﹤0.01%
+1
1 2 3 4
5