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
$124M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$16.5M
3 +$6.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.2M

Top Sells

1 +$21M
2 +$15.5M
3 +$6.59M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.76M

Sector Composition

1 Energy 0.77%
2 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,461
27
-33,223