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
$61.1M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$15.5M
3
+$4.36M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.94M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$35.9M
2
+$9.17M
3
+$7.67M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$7.36M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.74M

Sector Composition

1 Energy 1.59%
2 Consumer Staples 0.65%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,763
27
– –
-10,853
28
– –
-70,979
29
– –
-61,107
30
– –
-1,738
1
2