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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.14%
+2,500
102
$301K 0.14%
1,436
-13
103
$290K 0.14%
12,876
-110,836
104
$288K 0.14%
473
105
$288K 0.14%
3,256
+4
106
$285K 0.13%
990
107
$283K 0.13%
4,269
108
$278K 0.13%
1,990
+6
109
$276K 0.13%
5,524
110
$270K 0.13%
3,309
+65
111
$265K 0.12%
706
-65
112
$256K 0.12%
9,489
113
$250K 0.12%
5,615
114
$248K 0.12%
6,097
-515
115
$246K 0.12%
529
116
$237K 0.11%
564
117
$236K 0.11%
17,981
118
$236K 0.11%
459
+28
119
$229K 0.11%
1,328
+2
120
$229K 0.11%
+8,096
121
$227K 0.11%
2,823
+184
122
$224K 0.11%
2,267
-208
123
$221K 0.1%
+630
124
$210K 0.1%
1,234
-35
125
$202K 0.1%
1,734
-51
2 3 4
5
6