MWM

Moulton Wealth Management Portfolio holdings

AUM $132M
This Quarter Return
+9.17%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
Cap. Flow
+$33.2M
Cap. Flow %
26.73%
Top 10 Hldgs %
79.85%
Holding
27
New
12
Increased
4
Reduced
4
Closed
6

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.2M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
$16.5M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$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
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$21M
2
SHV icon
iShares Short Treasury Bond ETF
SHV
$15.5M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$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 Shares
Change % 		Capital Flow
SHY icon
26
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
– –
-243,045
Closed -$21M
XLU icon
27
Utilities Select Sector SPDR Fund
XLU
$20.8B
– –
-54,189
Closed -$3.46M
1
2