MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
This Quarter Return
+4.84%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+2.2%)
Cap. Flow
-$2.99M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
35.42%
Holding
124
New
17
Increased
65
Reduced
26
Closed
10
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$1.69M |
| 2 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$1.26M |
| 3 |
Caterpillar
CAT
|
$944K |
| 4 |
ScottsMiracle-Gro
SMG
|
$808K |
| 5 |
3M
MMM
|
$789K |
Top Sells
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Financials | 2.89% |
| 3 | Industrials | 1.92% |
| 4 | Healthcare | 1.92% |
| 5 | Communication Services | 1.87% |
