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
$141M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.03M
3
+$1.11M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$1.09M
5
UPS icon
United Parcel Service
UPS
+$685K

Top Sells

1
+$3.77M
2
+$3.35M
3
+$2.8M
4
PEP icon
PepsiCo
PEP
+$1.93M
5
HD icon
Home Depot
HD
+$1.06M

Sector Composition

1 Technology 4.28%
2 Financials 2.72%
3 Healthcare 1.68%
4 Consumer Discretionary 1.24%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.14%
7,080
+49
102
$202K 0.14%
+2,491
103
$201K 0.14%
+529
104
$90.4K 0.06%
92,218
105
$24.8K 0.02%
12,276
106
$7.48K 0.01%
867
107
– –
-10,593
108
– –
-3,582
109
– –
-79,240
110
– –
-2,124
111
– –
-2,736
112
– –
-104,141
113
– –
-14,301
114
– –
-2,072
1 2 3 4
5