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
$178M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.46M
3
+$904K
4
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$793K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$720K

Top Sells

1
+$2.2M
2
+$1.37M
3
+$1.06M
4
MS icon
Morgan Stanley
MS
+$486K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$410K

Sector Composition

1 Financials 2.4%
2 Technology 2%
3 Industrials 1.7%
4 Consumer Staples 1.11%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,623
127
– –
-92,218
2 3 4 5
6