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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$10.6M
4
YEXT icon
Yext
YEXT
+$9.38M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.59%
2 Financials 1.35%
3 Industrials 1.32%
4 Communication Services 0.78%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 11.54%
+641,909
2
$13.1M 8.49%
+260,991
3
$10.6M 6.88%
+406,042
4
$9.38M 6.06%
+650,364
5
$7.38M 4.77%
+253,639
6
$6.04M 3.91%
+119,748
7
$5.51M 3.56%
+84,444
8
$5.01M 3.24%
+148,464
9
$3.67M 2.38%
+50,528
10
$3.43M 2.22%
+29,641
11
$3.27M 2.12%
+205,081
12
$3.1M 2%
+161,857
13
$3.06M 1.98%
+85,589
14
$2.95M 1.91%
+61,091
15
$2.92M 1.89%
+69,367
16
$2.89M 1.87%
+65,109
17
$2.87M 1.86%
+39,625
18
$2.83M 1.83%
+92,894
19
$2.65M 1.72%
+216,534
20
$2.53M 1.63%
+38,911
21
$2.52M 1.63%
+111,264
22
$2.37M 1.53%
+69,046
23
$2.36M 1.52%
+37,852
24
$2.33M 1.5%
+46,776
25
$2.23M 1.44%
+84,896
1
2 3 4 5