MWM

Moulton Wealth Management Portfolio holdings

AUM $106M
1-Year Est. Return 19.21%
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.04M
3
+$3.83M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.12M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.04M

Top Sells

1
+$6.82M
2
+$3.48M
3
+$2.71M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.51M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
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 Change
in Stake 		Capital Flow
51
– –
-62,811
1 2
3