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
$95.4M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$4.37M
2 +$3.97M
3 +$657K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$369K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201K

Sector Composition

1 Energy 2.34%
2 Consumer Staples 0.33%
3 Consumer Discretionary 0.28%
4 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,447
27
-421