MWM
Moulton Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
+5.14%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+0.84%)
Cap. Flow
-$789K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
69.39%
Holding
43
New
9
Increased
13
Reduced
15
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$13.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.15M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$8.04M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$6.02M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$3.56M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.3M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$6.21M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$5.74M |
| 4 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$4.24M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.23M |
Sector Composition
| 1 | Energy | 1.66% |
| 2 | Consumer Staples | 0.32% |
| 3 | Consumer Discretionary | 0.17% |
