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
$120M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.63M
3
+$2.95M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.84M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.63M

Top Sells

1
+$4.22M
2
+$4.2M
3
+$4M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.92M

Sector Composition

1 Energy 1.95%
2 Consumer Staples 0.31%
3 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$960K 0.8%
+10,566
27
$904K 0.75%
10,961
+2,024
28
$780K 0.65%
8,198
-20,344
29
$730K 0.61%
4,846
30
$684K 0.57%
25,467
-25,566
31
$601K 0.5%
+3,353
32
$556K 0.46%
+2,538
33
$517K 0.43%
+2,296
34
$388K 0.32%
+2,224
35
$377K 0.31%
426
36
$356K 0.3%
+731
37
$303K 0.25%
3,056
+12
38
$282K 0.24%
492
+1
39
$243K 0.2%
+5,595
40
– –
-35,906
41
– –
-376
42
– –
-109,040
1
2