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
$127M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.92M
3
+$811K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$791K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$757K

Top Sells

1
+$4.31M
2
+$2.34M
3
+$1.78M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.24M

Sector Composition

1 Financials 3.02%
2 Technology 2.94%
3 Healthcare 2.23%
4 Consumer Discretionary 2.14%
5 Energy 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.59M 7.58%
591,773
+48,817
2
$4.41M 3.48%
+150,020
3
$4.26M 3.37%
142,498
-144,233
4
$3.94M 3.11%
43,118
-5,806
5
$3.55M 2.8%
38,215
+1,834
6
$3.53M 2.79%
111,888
-23,451
7
$3.52M 2.78%
214,710
+37,409
8
$2.92M 2.3%
+100,308
9
$2.9M 2.29%
85,308
+20,960
10
$2.41M 1.91%
100,927
+2,614
11
$2.39M 1.89%
19,658
+715
12
$2.37M 1.87%
76,310
-202
13
$2.26M 1.78%
17,521
-90
14
$2.23M 1.76%
38,646
+2,649
15
$2.11M 1.67%
43,839
+5,805
16
$2.08M 1.64%
13,201
+487
17
$1.98M 1.56%
45,957
+3,260
18
$1.97M 1.55%
22,547
-1,249
19
$1.88M 1.49%
56,279
+3,494
20
$1.83M 1.45%
410,682
21
$1.82M 1.44%
14,282
+17
22
$1.8M 1.42%
29,578
+1,359
23
$1.8M 1.42%
74,428
+31,366
24
$1.74M 1.38%
47,977
+279
25
$1.72M 1.36%
86,545
+3,568
1
2 3 4 5