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
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.64M
3
+$2.44M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$942K

Top Sells

1
+$6.42M
2
+$5.67M
3
+$3.17M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.4M
5
IAU icon
iShares Gold Trust
IAU
+$2.01M

Sector Composition

1 Energy 1.05%
2 Materials 0.63%
3 Consumer Staples 0.61%
4 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.28%
2,821
-14,512
27
$362K 0.26%
+4,653
28
$229K 0.17%
+4,312
29
$215K 0.16%
+448
30
– –
-30,921
31
– –
-73,469
32
– –
-8,787
33
– –
-29,408
1
2