MWM
Moulton Wealth Management Portfolio holdings
AUM
$147M
1-Year Est. Return
17.25%
This Fund
S&P 500
1 Year Est. Return
+17.25%
AUM
$147M
AUM Growth
+$41.4M
(+39%)
Holding
81
Top Buys
| 1 | +$464M | |
| 2 | +$23.3M | |
| 3 | +$22.9M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$10M |
| 5 |
ProShares Short S&P500
SH
|
+$7.36M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$10M | |
| 3 | +$9.32M | |
| 4 |
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$8.2M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$3.98M |
Sector Composition
| 1 | Energy | 2.15% |
| 2 | Consumer Staples | 0.43% |
| 3 | Consumer Discretionary | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| – | – |
-11,428
|
|
||
77
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
| – | – |
-18,370
|
|
||
78
State Street Communication Services Select Sector SPDR ETF
XLC
$25.8B
| – | – |
-7,532
|
|
||
79
State Street Financial Select Sector SPDR ETF
XLF
$51.3B
| – | – |
-22,754
|
|
||
80
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| – | – |
-12,392
|
|
||
81
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
| – | – |
-22,966
|
|