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
$96.1M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$28.5M
2 +$8.58M
3 +$5.12M
4
IAU icon
iShares Gold Trust
IAU
+$682K
5
GLD icon
SPDR Gold Trust
GLD
+$489K

Top Sells

1 +$26.1M
2 +$7.84M
3 +$5.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.58M

Sector Composition

1 Energy 1.94%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,653
27
-67,506
28
-6,002
29
-2,821
30
-11,667
31
-21,493