MWM

Moulton Wealth Management Portfolio holdings

AUM $106M
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$22.4M
3
+$8.93M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.63M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.65M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$10.4M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$9.82M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.73M

Sector Composition

1 Energy 2.29%
2 Consumer Staples 0.35%
3 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPDN icon
51
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$248M
– –
-30,161
SRLN icon
52
State Street Blackstone Senior Loan ETF
SRLN
$5.56B
– –
-191,910
TFLO icon
53
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
– –
-205,004
USFR icon
54
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
– –
-206,829
VEU icon
55
Vanguard FTSE All-World ex-US ETF
VEU
$57.8B
– –
-28,220
VPL icon
56
Vanguard FTSE Pacific ETF
VPL
$9.01B
– –
-11,222
SPYM
57
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
– –
-165,096
1 2
3