MWM

Moulton Wealth Management Portfolio holdings

AUM $106M
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 1.41%
2 Technology 0.6%
3 Consumer Staples 0.33%
4 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$297K 0.25%
+1,680
27
$228K 0.19%
+1,578