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
$151M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.53M
3 +$1.24M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$1.08M
5
TGT icon
Target
TGT
+$1.05M

Sector Composition

1 Financials 4.11%
2 Technology 3.64%
3 Healthcare 2.43%
4 Industrials 2.23%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,019