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
$165M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.36M
3
+$742K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$528K
5
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$510K

Top Sells

1
+$2.81M
2
+$981K
3
+$852K
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$826K
5
VZ icon
Verizon
VZ
+$573K

Sector Composition

1 Technology 5.98%
2 Financials 2.12%
3 Communication Services 1.4%
4 Healthcare 1.01%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.14%
3,311
-257
102
$223K 0.14%
5,615
103
$216K 0.13%
1,306
-120
104
$214K 0.13%
1,480
+5
105
$207K 0.13%
+236
106
$159K 0.1%
2,560
-575
107
$74K 0.05%
6,613
+113
108
– –
-10,288
109
– –
-12,800
110
– –
-2,051
111
– –
-5,605
112
– –
-32,885
1 2 3 4
5