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
$139M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.8M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$1.1M
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$5.32M
2
+$4.53M
3
+$1.87M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.23M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$853K

Sector Composition

1 Technology 3.96%
2 Financials 2.63%
3 Consumer Staples 2.27%
4 Communication Services 2.08%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.07%
92,218
+16,000
102
$55.5K 0.04%
12,276
103
$9.14K 0.01%
+867
104
$6.58K ﹤0.01%
+14,301
105
– –
-9,691
106
– –
-1,666
107
– –
-633
108
– –
-12,921
109
– –
-34,937
110
– –
-15,750
111
– –
-8,389
112
– –
-8,302
113
– –
-173,504
114
– –
-41,645
1 2 3 4
5