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
$213M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.12M
3
+$2.88M
4
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
+$2.87M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M

Top Sells

1
+$4.65M
2
+$2.69M
3
+$2.49M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.17M

Sector Composition

1 Financials 2.55%
2 Technology 1.91%
3 Industrials 0.96%
4 Communication Services 0.81%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 8.52%
800,312
+5,760
2
$7.7M 3.62%
130,615
+3,984
3
$7.44M 3.49%
146,680
-7,158
4
$6.76M 3.18%
213,450
+90,676
5
$6.28M 2.95%
235,439
+25,921
6
$5.94M 2.79%
51,367
+2,007
7
$5.53M 2.6%
45,637
+42
8
$5.43M 2.55%
+255,705
9
$5.31M 2.49%
189,823
-6,012
10
$4.92M 2.31%
247,934
+57,403
11
$4.91M 2.31%
201,696
+8,075
12
$4.77M 2.24%
29,690
+893
13
$4.18M 1.96%
45,562
+31,431
14
$4.05M 1.9%
16,365
+589
15
$3.8M 1.78%
54,654
+2,179
16
$3.7M 1.74%
54,149
+4,837
17
$3.59M 1.69%
137,250
-7,514
18
$3.55M 1.67%
81,890
+2,087
19
$3.47M 1.63%
74,415
-2,400
20
$3.44M 1.62%
76,080
+69,002
21
$3.42M 1.6%
19,728
+556
22
$3.2M 1.5%
56,907
+2,576
23
$2.84M 1.33%
156,010
-148,230
24
$2.8M 1.32%
33,182
+1,989
25
$2.68M 1.26%
25,920
+1,204
1
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