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
$143M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.16M
3
+$2.11M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.97M
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$1.57M

Top Sells

1
+$4.91M
2
+$1.21M
3
+$885K
4
TSOC
Innovator Triple Stacker ETF - October
TSOC
+$451K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$314K

Sector Composition

1 Technology 2.61%
2 Financials 2.59%
3 Healthcare 2.25%
4 Industrials 1.39%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.16%
1,583
-606
102
$235K 0.16%
3,409
+624
103
$228K 0.16%
18,000
+259
104
$213K 0.15%
+1,615
105
$210K 0.15%
5,615
106
$204K 0.14%
1,397
+1
107
$200K 0.14%
+1,579
108
$45.9K 0.03%
92,218
109
$18.8K 0.01%
12,276
110
$7.74K 0.01%
867
111
– –
-14,777
112
– –
-32,534
113
– –
-2,491
114
– –
-159,531
115
– –
-529
116
– –
-36,312
117
– –
-7,080
1 2 3 4
5