MWM

Moulton Wealth Management Portfolio holdings

AUM $147M
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.65M
3
+$2.64M
4
SLV icon
iShares Silver Trust
SLV
+$1.64M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$956K

Top Sells

1
+$3.63M
2
+$2.52M
3
+$1.97M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.74M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.58M

Sector Composition

1 Energy 1.64%
2 Consumer Staples 0.29%
3 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.12%
15,980
+2,363
27
$1.51M 1.1%
19,211
-1,439
28
$1.5M 1.09%
13,309
+116
29
$1.37M 0.99%
18,759
-1,293
30
$1.22M 0.89%
22,634
+121
31
$1.21M 0.88%
+16,929
32
$1.19M 0.87%
1,989
+317
33
$1.17M 0.85%
+19,492
34
$1.03M 0.75%
12,090
-43,035
35
$986K 0.72%
+11,222
36
$973K 0.71%
8,122
+142
37
$949K 0.69%
+1,979
38
$893K 0.65%
7,547
+215
39
$782K 0.57%
17,944
-19,314
40
$754K 0.55%
4,853
+3
41
$753K 0.55%
16,856
+1,092
42
$397K 0.29%
428
43
$305K 0.22%
458
+1
44
$290K 0.21%
30,161
-8,734
45
$227K 0.16%
3,128
+19
1
2