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
$130M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.34M
3
+$4.42M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.17M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.1M

Top Sells

1
+$5.02M
2
+$5.01M
3
+$2.95M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.04M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Sector Composition

1 Energy 1.61%
2 Consumer Staples 0.3%
3 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.85%
13,554
+2,593
27
$872K 0.67%
3,945
+1,407
28
$831K 0.64%
4,740
-644
29
$815K 0.63%
+14,194
30
$711K 0.55%
3,629
-4,004
31
$702K 0.54%
4,846
32
$700K 0.54%
3,385
-2,034
33
$661K 0.51%
3,713
+360
34
$629K 0.48%
+18,538
35
$478K 0.37%
11,754
+6,159
36
$471K 0.36%
2,782
+558
37
$391K 0.3%
427
+1
38
$346K 0.27%
4,115
-4,083
39
$342K 0.26%
+1,846
40
$335K 0.26%
655
-76
41
$324K 0.25%
11,700
-13,767
42
$273K 0.21%
466
-26
43
$236K 0.18%
3,070
+14
44
– –
-30,886
45
– –
-11,395
1
2