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
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.92M
3
+$1.87M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$838K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$1.15M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$923K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$803K

Sector Composition

1 Technology 2.72%
2 Financials 2.53%
3 Consumer Staples 2.26%
4 Healthcare 2.21%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 8.22%
610,216
+18,443
2
$5.32M 3.87%
173,504
+23,484
3
$5.05M 3.67%
158,863
+16,365
4
$4.23M 3.08%
40,571
-2,547
5
$4.04M 2.94%
227,144
+12,434
6
$3.97M 2.89%
38,591
+376
7
$3.92M 2.85%
108,527
+23,219
8
$3.77M 2.75%
109,128
-2,760
9
$3.58M 2.61%
147,940
+112,798
10
$3.47M 2.53%
113,288
+12,980
11
$2.71M 1.97%
20,027
+369
12
$2.68M 1.95%
410,682
13
$2.63M 1.92%
41,127
+2,481
14
$2.57M 1.87%
14,093
+892
15
$2.52M 1.83%
76,309
-1
16
$2.51M 1.83%
101,750
+823
17
$2.37M 1.72%
49,398
+3,441
18
$2.26M 1.65%
93,125
+18,697
19
$2.09M 1.52%
64,919
+8,640
20
$2.04M 1.48%
14,437
+155
21
$2M 1.45%
42,791
-1,048
22
$1.92M 1.4%
+10,630
23
$1.87M 1.36%
+41,645
24
$1.84M 1.34%
40,396
+1,656
25
$1.84M 1.34%
77,130
-9,415
1
2 3 4 5