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
$134M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$8.45M
3
+$7.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.83M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.1M

Top Sells

1
+$11.2M
2
+$10.7M
3
+$8.45M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$6.34M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.5M

Sector Composition

1 Energy 1.74%
2 Materials 0.54%
3 Consumer Staples 0.46%
4 Consumer Discretionary 0.42%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 0.42%
8,690
-23,675
27
$485K 0.36%
4,646
28
$400K 0.3%
4,678
-294
29
– –
-132,588
30
– –
-66,124
31
– –
-49,987
32
– –
-102,105
33
– –
-77,017
34
– –
-213,884
35
– –
-40,645
36
– –
-163,009
37
– –
-6,582
38
– –
-7,338
39
– –
-1,052
40
– –
-386,422
41
– –
-7,073
42
– –
-49,894
43
– –
-10,690
44
– –
-2,980
1
2