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
$124M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$16.5M
3
+$6.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.2M

Top Sells

1
+$21M
2
+$15.5M
3
+$6.59M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.76M

Sector Composition

1 Energy 0.77%
2 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.2M 25.12%
+230,703
2
$16.5M 13.25%
+125,432
3
$10.6M 8.52%
30,380
+7,365
4
$8.2M 6.6%
233,183
-18,441
5
$6.47M 5.21%
+74,493
6
$5.72M 4.6%
+15,040
7
$5.24M 4.22%
41,413
-37,652
8
$5.2M 4.18%
+67,910
9
$5.08M 4.09%
+76,549
10
$5.04M 4.06%
+56,205
11
$4.88M 3.93%
+37,603
12
$4.71M 3.79%
+23,754
13
$4.65M 3.75%
+110,631
14
$4.58M 3.69%
+147,724
15
$2.38M 1.91%
15,726
-43,614
16
$1.73M 1.39%
14,615
-22,489
17
$520K 0.42%
11,097
+215
18
$495K 0.4%
1,360
+38
19
$441K 0.36%
5,062
+73
20
$431K 0.35%
4,704
21
$209K 0.17%
+665
22
– –
-54,189
23
– –
-243,045
24
– –
-140,129
25
– –
-202,542
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