MWM
Moulton Wealth Management Portfolio holdings
AUM
$132M
1-Year Return
13.32%
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
(+0.72%)
Cap. Flow
-$621K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
51
New
8
Increased
16
Reduced
9
Closed
17
Top Buys
| 1 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
+$5.27M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$4.04M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$3.83M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$3.12M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$3.04M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$6.82M |
| 2 |
Vanguard Growth ETF
VUG
|
+$3.48M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$2.71M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.51M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
| – | – |
-10,669
| Closed | -$2.39M |
|