MWM
Moulton Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
+1.89%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.59%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$34.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$9.17M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.15M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$7.67M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$115B
| $297K | 0.25% |
+1,680
| New | +$297K |
|
27
Johnson & Johnson
JNJ
$429B
| $228K | 0.19% |
+1,578
| New | +$228K |
|