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
$137M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.63M
3
+$2.7M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.33M
5
DVN icon
Devon Energy
DVN
+$1.78M

Top Sells

1
+$5.46M
2
+$5.2M
3
+$2.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.11M

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.67%
3 Materials 2.6%
4 Financials 1.21%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.87%
8,715
+3,860
27
$757K 0.55%
6,582
+1,599
28
$745K 0.54%
7,073
+1,650
29
$720K 0.53%
11,411
+155
30
$714K 0.52%
+2,071
31
$540K 0.39%
1,366
+3
32
$487K 0.36%
4,646
33
$452K 0.33%
1,052
-3,904
34
$427K 0.31%
4,972
-229
35
$390K 0.28%
2,980
-1,929
36
– –
-33,910
37
– –
-71,588
38
– –
-36,233
39
– –
-1,855
40
– –
-5,309
41
– –
-4,520
42
– –
-68,381
1
2