MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
This Quarter Return
-1.21%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-1%)
Cap. Flow
+$741K
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
40.7%
Holding
114
New
7
Increased
57
Reduced
34
Closed
7
Top Buys
| 1 |
TSJA
Innovator Triple Stacker ETF - January
TSJA
|
$9.85M |
| 2 |
AbbVie
ABBV
|
$668K |
| 3 |
Innovator US Equity Buffer ETF April
BAPR
|
$451K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$359K |
| 5 |
Apple
AAPL
|
$297K |
Top Sells
Sector Composition
| 1 | Technology | 5.45% |
| 2 | Financials | 2.21% |
| 3 | Healthcare | 1.5% |
| 4 | Communication Services | 1.44% |
| 5 | Industrials | 0.97% |
