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
$138M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$4.64M
3
+$2.64M
4
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$2.27M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.26M

Top Sells

1
+$8.02M
2
+$2.83M
3
+$1.82M
4
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$1.59M
5
TGT icon
Target
TGT
+$1.29M

Sector Composition

1 Technology 2.97%
2 Financials 2.73%
3 Healthcare 2.36%
4 Communication Services 2.33%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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-32,899
131
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132
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-4,510
133
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-4,896
134
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-1,143
135
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-115,308
136
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-15,110
2 3 4 5
6