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
$132M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.37M
3
+$8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.75M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.46M

Top Sells

1
+$12.2M
2
+$12M
3
+$8.2M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.08M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.88M

Sector Composition

1 Consumer Discretionary 2.52%
2 Energy 1.98%
3 Materials 1.35%
4 Financials 1.33%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$902K 0.68%
+1,855
27
$646K 0.49%
+4,855
28
$634K 0.48%
11,256
+159
29
$608K 0.46%
+4,909
30
$563K 0.43%
+5,423
31
$556K 0.42%
+4,983
32
$491K 0.37%
1,363
+3
33
$481K 0.36%
4,646
-58
34
$442K 0.33%
5,201
+139
35
$403K 0.3%
+5,309
36
– –
-76,549
37
– –
-37,603
38
– –
-15,726
39
– –
-665
40
– –
-14,615
41
– –
-233,183
1
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