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
$139M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.8M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$1.1M
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$5.32M
2
+$4.53M
3
+$1.87M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.23M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$853K

Sector Composition

1 Technology 3.96%
2 Financials 2.63%
3 Consumer Staples 2.27%
4 Communication Services 2.08%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 8.74%
609,785
-431
2
$4.41M 3.18%
+150,932
3
$4.27M 3.08%
39,083
+492
4
$4.27M 3.08%
230,264
+3,120
5
$4.12M 2.97%
110,365
+1,237
6
$4.09M 2.95%
106,984
-1,543
7
$3.95M 2.85%
410,682
8
$3.8M 2.74%
37,358
-3,213
9
$3.74M 2.69%
150,855
+2,915
10
$3.35M 2.41%
104,141
-9,147
11
$2.8M 2.02%
+79,240
12
$2.77M 2%
14,543
+450
13
$2.75M 1.98%
20,509
+482
14
$2.68M 1.93%
76,309
15
$2.58M 1.86%
42,000
+873
16
$2.41M 1.74%
101,627
-123
17
$2.29M 1.65%
64,948
+29
18
$2.16M 1.56%
47,964
-1,434
19
$2.14M 1.54%
55,055
+28,339
20
$2.1M 1.52%
44,018
+1,227
21
$2.07M 1.49%
14,298
-139
22
$2.04M 1.47%
45,117
+3,249
23
$1.93M 1.39%
10,593
-37
24
$1.9M 1.37%
56,564
25
$1.88M 1.36%
28,751
-1,698
1
2 3 4 5