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
$79.2M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.67M
3
+$3.12M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$134K

Top Sells

1
+$115K

Sector Composition

1 Energy 1.12%
2 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 26.6%
243,400
+924
2
$15.6M 19.65%
140,575
+751
3
$7.92M 9.99%
48,385
+13,770
4
$6.5M 8.2%
+22,658
5
$6.24M 7.87%
50,523
+45,922
6
$5.67M 7.16%
202,233
+2,299
7
$4.53M 5.71%
37,176
+1,102
8
$3.88M 4.89%
114,310
+1,432
9
$3.12M 3.93%
+53,828
10
$3.01M 3.8%
32,928
+828
11
$469K 0.59%
10,638
-2,616
12
$438K 0.55%
4,954
+20
13
$415K 0.52%
4,704
14
$403K 0.51%
1,320
+3