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
$163M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$668K
3
+$451K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$359K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$6.8M
2
+$1.82M
3
+$1.37M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$417K
5
MCD icon
McDonald's
MCD
+$407K

Sector Composition

1 Technology 5.45%
2 Financials 2.21%
3 Healthcare 1.5%
4 Communication Services 1.44%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.14%
1,426
+120
102
$233K 0.14%
+7,791
103
$220K 0.14%
5,615
104
$214K 0.13%
1,485
+5
105
$203K 0.12%
+692
106
$72K 0.04%
6,729
+116
107
$9K 0.01%
+6
108
– –
-236
109
– –
-3,311
110
– –
-1,764
111
– –
-45,193
112
– –
-2,560
113
– –
-8,808
114
– –
-224,087
1 2 3 4
5