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
$137M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.84M
3
+$2.83M
4
SLV icon
iShares Silver Trust
SLV
+$1.93M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.21M

Top Sells

1
+$3.65M
2
+$2.62M
3
+$1.98M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.64M

Sector Composition

1 Energy 1.64%
2 Consumer Staples 0.29%
3 Consumer Discretionary 0.16%

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