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
$166M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.26M
3
+$944K
4
SMG icon
ScottsMiracle-Gro
SMG
+$808K
5
MMM icon
3M
MMM
+$789K

Top Sells

1
+$9.85M
2
+$2.91M
3
+$1.32M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$606K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$489K

Sector Composition

1 Technology 5.23%
2 Financials 2.89%
3 Industrials 1.92%
4 Healthcare 1.92%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.15%
1,426
102
$243K 0.15%
+586
103
$242K 0.15%
5,615
104
$241K 0.14%
694
+2
105
$240K 0.14%
1,078
-2
106
$235K 0.14%
1,126
+21
107
$234K 0.14%
7,700
-1,000
108
$230K 0.14%
12,373
-2,366
109
$226K 0.14%
+6,418
110
$224K 0.13%
+1,367
111
$218K 0.13%
+238
112
$211K 0.13%
+580
113
$210K 0.13%
+528
114
$5K ﹤0.01%
6
115
– –
-343,393
116
– –
-17,774
117
– –
-1,485
118
– –
-7,949
119
– –
-6,729
120
– –
-32,126
121
– –
-821
122
– –
-5,722
123
– –
-18,891
124
– –
-7,791
1 2 3 4
5