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
$91.3M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.61M
3
+$1.76M
4
GLD icon
SPDR Gold Trust
GLD
+$264K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$116K

Top Sells

1
+$49.4K
2
+$30.7K
3
+$8.72K

Sector Composition

1 Energy 0.8%
2 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 23.02%
243,045
-355
2
$15.5M 16.99%
140,129
-446
3
$9.99M 10.94%
79,065
+28,542
4
$9.53M 10.44%
59,340
+10,955
5
$9.24M 10.12%
251,624
+137,314
6
$7.45M 8.16%
23,015
+357
7
$5.63M 6.16%
202,542
+309
8
$4.5M 4.92%
37,104
-72
9
$3.46M 3.79%
54,189
+361
10
$3.04M 3.33%
33,223
+295
11
$498K 0.55%
1,322
+2
12
$439K 0.48%
4,989
+35
13
$377K 0.41%
10,882
+244
14
$350K 0.38%
4,704
15
$264K 0.29%
+1,461