MWM

Moulton Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 17.05%
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.84M
3
+$2.83M
4
SLV icon
iShares Silver Trust
SLV
+$1.93M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.21M

Top Sells

1
+$3.65M
2
+$2.62M
3
+$1.98M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.64M

Sector Composition

1 Energy 1.64%
2 Consumer Staples 0.29%
3 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
26
iShares Russell Mid-Cap ETF
IWR
$44.3B
$1.54M 1.12%
15,980
+2,363
XLP icon
27
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$1.51M 1.1%
19,211
-1,439
XOM icon
28
Exxon Mobil
XOM
$479B
$1.5M 1.09%
13,309
+116
IAU icon
29
iShares Gold Trust
IAU
$64.3B
$1.37M 0.99%
18,759
-1,293
XLF icon
30
Financial Select Sector SPDR Fund
XLF
$53.7B
$1.22M 0.89%
22,634
+121
SIL icon
31
Global X Silver Miners ETF NEW
SIL
$3.63B
$1.21M 0.88%
+16,929
QQQ icon
32
Invesco QQQ Trust
QQQ
$384B
$1.19M 0.87%
1,989
+317
COPX icon
33
Global X Copper Miners ETF NEW
COPX
$2.74B
$1.17M 0.85%
+19,492
EFAV icon
34
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$1.03M 0.75%
12,090
-43,035
VPL icon
35
Vanguard FTSE Pacific ETF
VPL
$8.09B
$986K 0.72%
+11,222
XLY icon
36
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$973K 0.71%
4,061
+71
VUG icon
37
Vanguard Growth ETF
VUG
$195B
$949K 0.69%
+1,979
XLC icon
38
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$893K 0.65%
7,547
+215
XLU icon
39
Utilities Select Sector SPDR Fund
XLU
$22.5B
$782K 0.57%
8,972
-9,657
CVX icon
40
Chevron
CVX
$308B
$754K 0.55%
4,853
+3
XLE icon
41
Energy Select Sector SPDR Fund
XLE
$25.8B
$753K 0.55%
8,428
+546
COST icon
42
Costco
COST
$415B
$397K 0.29%
428
SPY icon
43
SPDR S&P 500 ETF Trust
SPY
$660B
$305K 0.22%
458
+1
SPDN icon
44
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$121M
$290K 0.21%
30,161
-8,734
MTH icon
45
Meritage Homes
MTH
$4.99B
$227K 0.16%
3,128
+19
1
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