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
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$9.17M
3 +$8.15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.67M
5
IAU icon
iShares Gold Trust
IAU
+$7.38M

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