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
$166M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.26M
3
+$944K
4
SMG icon
ScottsMiracle-Gro
SMG
+$808K
5
MMM icon
3M
MMM
+$789K

Top Sells

1
+$9.85M
2
+$2.91M
3
+$1.32M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$606K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$489K

Sector Composition

1 Technology 5.23%
2 Financials 2.89%
3 Industrials 1.92%
4 Healthcare 1.92%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.81M 5.9%
283,833
-13,108
2
$8.71M 5.23%
233,548
-11,203
3
$8.23M 4.95%
110,229
+5,357
4
$5.61M 3.37%
565,682
5
$5.13M 3.09%
50,834
+4,114
6
$4.87M 2.93%
139,942
+12
7
$4.79M 2.88%
35,725
+1,609
8
$4.41M 2.65%
170,736
+3,093
9
$4.11M 2.47%
104,611
+384
10
$3.26M 1.96%
19,615
+1,196
11
$3.2M 1.92%
95,851
+300
12
$3.17M 1.91%
108,624
-8,411
13
$3.06M 1.84%
20,341
+2,121
14
$2.91M 1.75%
25,425
+1,355
15
$2.81M 1.69%
81,413
+4,010
16
$2.77M 1.66%
87,574
-92,050
17
$2.65M 1.59%
127,518
+1,600
18
$2.47M 1.48%
48,375
+2,526
19
$2.38M 1.43%
34,659
+1,024
20
$2.37M 1.43%
26,860
-4,242
21
$2.34M 1.41%
45,531
-1,961
22
$2.33M 1.4%
21,745
+139
23
$2.29M 1.38%
11,294
+2,626
24
$2.29M 1.38%
14,083
-393
25
$2.26M 1.36%
40,387
+401
1
2 3 4 5