MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
1-Year Return
11.81%
This Quarter Return
+8.72%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$137M
AUM Growth
+$10.8M
(+8.6%)
Cap. Flow
+$702K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
115
New
10
Increased
43
Reduced
42
Closed
12
Top Buys
| 1 |
Innovator US Small Cap Power Buffer ETF July
KJUL
|
$2.73M |
| 2 |
PepsiCo
PEP
|
$1.92M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$1.87M |
| 4 |
FT Vest US Equity Buffer ETF June
FJUN
|
$838K |
| 5 |
Verizon
VZ
|
$734K |
Top Sells
| 1 |
EOG Resources
EOG
|
$1.33M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.16M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.15M |
| 4 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
$923K |
| 5 |
Innovator US Equity Power Buffer ETF January
PJAN
|
$803K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Financials | 2.53% |
| 3 | Consumer Staples | 2.26% |
| 4 | Healthcare | 2.21% |
| 5 | Consumer Discretionary | 2.15% |
