MWM
Moulton Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
+3.5%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$95.4M
AUM Growth
+$95.4M
(+22%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
17.29%
Top 10 Holdings %
Top 10 Hldgs %
87.67%
Holding
27
New
7
Increased
9
Reduced
5
Closed
3
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.37M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.97M |
| 3 |
Vanguard Total Bond Market
BND
|
$657K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$369K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Core S&P 500 ETF
IVV
$662B
| – | – |
-421
| Closed | -$201K |
|
|
27
iShares TIPS Bond ETF
TIP
$13.6B
| – | – |
-3,447
| Closed | -$369K |
|