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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.09%
1,040
+5
127
$201K 0.09%
1,010
-14
128
$196K 0.09%
+11,800
129
$103K 0.05%
10,000
130
$8.84K ﹤0.01%
867
131
– –
-171,783
132
– –
-18,604
133
– –
-8,869
134
– –
-21,230
135
– –
-42,767
136
– –
-5,454
137
– –
-1,566
2 3 4 5
6