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
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.92M
3
+$1.87M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$838K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$1.15M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$923K
5
PJAN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.15%
+1,384
102
$94.5K 0.07%
76,218
-16,000
103
$33.9K 0.02%
12,276
104
– –
-27,276
105
– –
-173
106
– –
-6
107
– –
-6,192
108
– –
-13,897
109
– –
-14,738
110
– –
-1,031
111
– –
-673
112
– –
-54,699
113
– –
-2,369
114
– –
-5,500
115
– –
-5,620
1 2 3 4
5