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
$186M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.55M
3
+$3.27M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$1.96M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.89M

Top Sells

1
+$6.27M
2
+$2.49M
3
+$1.97M
4
PEP icon
PepsiCo
PEP
+$1.28M
5
GIS icon
General Mills
GIS
+$697K

Sector Composition

1 Financials 2.13%
2 Technology 1.87%
3 Industrials 1.79%
4 Communication Services 0.59%
5 Real Estate 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-185,059
127
– –
-9,956
128
– –
-46,031
2 3 4 5
6