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
$110M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.14M
3
+$2.72M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.35M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.53M

Top Sells

1
+$10.3M
2
+$1.53M
3
+$834K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$496K
5
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$142K

Sector Composition

1 Energy 1.96%
2 Consumer Staples 0.34%
3 Consumer Discretionary 0.22%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.34%
426
27
$275K 0.25%
491
+2
28
$259K 0.23%
+944
29
$242K 0.22%
3,044
+26
30
$211K 0.19%
+376
31
– –
-16,122
32
– –
-1,024
33
– –
-11,698
34
– –
-8,814
1
2