MWM

Moulton Wealth Management Portfolio holdings

AUM $147M
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
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
+$29.7M
2
+$8.94M
3
+$5.2M
4
IAU icon
iShares Gold Trust
IAU
+$667K
5
GLD icon
SPDR Gold Trust
GLD
+$478K

Top Sells

1
+$26.9M
2
+$7.84M
3
+$5.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.64M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.51M

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
– –
-67,506
27
– –
-12,004
28
– –
-2,821
29
– –
-23,334
30
– –
-8,568
31
– –
-4,312
1
2