MWM

Moulton Wealth Management Portfolio holdings

AUM $147M
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$464M
2
+$23.3M
3
+$22.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10M
5
SH icon
ProShares Short S&P500
SH
+$7.36M

Top Sells

1
+$11.5M
2
+$10M
3
+$9.32M
4
ONEY icon
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
+$8.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.98M

Sector Composition

1 Energy 2.15%
2 Consumer Staples 0.43%
3 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWOB icon
26
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.02B
$1.71M 1.16%
+25,987
SLV icon
27
iShares Silver Trust
SLV
$41.7B
$1.58M 1.07%
+23,994
XLEI
28
State Street Energy Select Sector SPDR Premium Income ETF
XLEI
$25.5M
$1.51M 1.03%
+25,317
XLKI
29
State Street Technology Select Sector SPDR Premium Income ETF
XLKI
$5.73M
$1.47M 1%
+10,877
SMH icon
30
VanEck Semiconductor ETF
SMH
$52.6B
$1.41M 0.96%
3,607
-3,841
XLII
31
State Street Industrial Select Sector SPDR Premium Income ETF
XLII
$5.53M
$1.4M 0.95%
+8,552
ITA icon
32
iShares US Aerospace & Defense ETF
ITA
$14.2B
$1.14M 0.78%
5,130
-4,447
IYW icon
33
iShares US Technology ETF
IYW
$20.5B
$1.04M 0.71%
+5,654
ZSL icon
34
ProShares UltraShort Silver
ZSL
$168M
$1.03M 0.7%
+42,740
XLUI
35
State Street Utilities Select Sector SPDR Premium Income ETF
XLUI
$10.3M
$1M 0.68%
+21,619
CVX icon
36
Chevron
CVX
$366B
$989K 0.67%
4,932
+2
SIL icon
37
Global X Silver Miners ETF NEW
SIL
$5.79B
$802K 0.55%
+8,662
XLCI
38
State Street Communication Services Select Sector SPDR Premium Income ETF
XLCI
$2.02M
$791K 0.54%
+7,111
VPL icon
39
Vanguard FTSE Pacific ETF
VPL
$8.23B
$683K 0.46%
+6,939
NOBL icon
40
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$636K 0.43%
6,004
-11,184
COST icon
41
Costco
COST
$444B
$635K 0.43%
630
+201
XLSI
42
State Street Consumer Staples Select Sector SPDR Premium Income ETF
XLSI
$2.57M
$578K 0.39%
+7,074
COPX icon
43
Global X Copper Miners ETF NEW
COPX
$7.79B
$561K 0.38%
7,292
-15,685
IAU icon
44
iShares Gold Trust
IAU
$77.8B
$529K 0.36%
+6,006
USDU icon
45
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$426M
$511K 0.35%
+19,421
RPV icon
46
Invesco S&P 500 Pure Value ETF
RPV
$1.76B
$391K 0.27%
+3,645
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$302K 0.21%
461
+1
NUGT icon
48
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.25B
$290K 0.2%
+6,089
IBTM icon
49
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$534M
$272K 0.19%
+11,892
AZO icon
50
AutoZone
AZO
$58.9B
$256K 0.17%
+75
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