MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
1-Year Return
11.81%
This Quarter Return
+7.4%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$157M
AUM Growth
+$13.8M
(+9.7%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
34.79%
Holding
124
New
14
Increased
41
Reduced
50
Closed
7
Top Buys
| 1 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
$3.63M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.64M |
| 3 |
FT Vest International Equity Buffer ETF June
YJUN
|
$1.45M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.43M |
| 5 |
PepsiCo
PEP
|
$1.23M |
Top Sells
| 1 |
FT Vest US Equity Buffer ETF February
FFEB
|
$4.22M |
| 2 |
Innovator US Equity Buffer ETF May
BMAY
|
$1.05M |
| 3 |
TJX Companies
TJX
|
$969K |
| 4 |
Pfizer
PFE
|
$959K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$944K |
Sector Composition
| 1 | Financials | 2.69% |
| 2 | Technology | 2.37% |
| 3 | Industrials | 1.99% |
| 4 | Consumer Staples | 1.19% |
| 5 | Healthcare | 1.14% |
