MWM

Moulton Wealth Management Portfolio holdings

AUM $106M
1-Year Est. Return 19.21%
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.04M
3
+$3.83M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.12M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.04M

Top Sells

1
+$6.82M
2
+$3.48M
3
+$2.71M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.51M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.39M

Sector Composition

1 Energy 1.8%
2 Consumer Staples 0.31%
3 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.62%
4,848
+2
27
$711K 0.54%
1,517
+862
28
$638K 0.49%
+6,875
29
$618K 0.47%
3,567
-1,173
30
$563K 0.43%
2,900
-729
31
$561K 0.43%
+1,830
32
$404K 0.31%
427
33
$261K 0.2%
467
+1
34
$219K 0.17%
3,089
+19
35
– –
-17,787
36
– –
-1,846
37
– –
-3,945
38
– –
-15,663
39
– –
-3,385
40
– –
-3,713
41
– –
-34,078
42
– –
-13,554
43
– –
-14,194
44
– –
-2,782
45
– –
-8,477
46
– –
-8,230
47
– –
-39,558
48
– –
-23,296
49
– –
-11,754
50
– –
-21,338
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