MWM
Maltin Wealth Management Portfolio holdings
AUM
$251M
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$251M
AUM Growth
+$10.5M
(+4.4%)
Holding
135
Top Buys
| 1 | +$2.42M | |
| 2 | +$730K | |
| 3 | +$595K | |
| 4 |
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
|
+$560K |
| 5 |
ProShares Short QQQ
PSQ
|
+$519K |
Top Sells
| 1 | +$2.34M | |
| 2 | +$1.92M | |
| 3 | +$467K | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$300K |
| 5 |
DOG
ProShares Short Dow30
DOG
|
+$236K |
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Financials | 2.66% |
| 3 | Communication Services | 1.39% |
| 4 | Industrials | 0.76% |
| 5 | Healthcare | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Blackrock
BLK
$165B
| $216K | 0.09% |
202
-3
|
|
||
127
Oracle
ORCL
$418B
| $215K | 0.09% |
1,102
+1
|
|
||
128
Walt Disney
DIS
$188B
| $211K | 0.08% |
1,859
-67
|
|
||
129
State Street Industrial Select Sector SPDR ETF
XLI
$31.8B
| $211K | 0.08% |
1,362
+4
|
|
||
130
AT&T
T
$196B
| $206K | 0.08% |
8,279
+88
|
|
||
131
LendingClub
LC
$1.72B
| $189K | 0.08% |
10,000
|
|
||
132
ImmunityBio
IBRX
$9.63B
| $26K | 0.01% |
13,150
|
|
||
133
Netflix
NFLX
$406B
| – | – |
-1,860
|
|
||
|
KFEB
134
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$49M
| – | – |
-17,443
|
|
||
|
DOG
135
ProShares Short Dow30
DOG
$130M
| – | – |
-9,703
|
|