MWM
Moulton Wealth Management Portfolio holdings
AUM $132M
This Quarter Return
+3.08%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$131M
AUM Growth
+$940K (+0.7%)
Cap. Flow
-$513K
Cap. Flow % of AUM
-0.39%
Top 10 Holdings %Top 10 Hldgs %
73.12%
Holding
51
New
8
Increased
16
Reduced
9
Closed
17
Top Buys
| 1 | $5.27M | |
| 2 | $4.04M | |
| 3 | $3.83M | |
| 4 | $3.12M | |
| 5 | $3.04M |
Top Sells
| 1 | $6.82M | |
| 2 | $3.48M | |
| 3 | $2.71M | |
| 4 | $2.51M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -10,669 | Closed | -$2.39M |