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
$132M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.37M
3
+$8M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.75M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.46M

Top Sells

1
+$12.2M
2
+$12M
3
+$8.2M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.08M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.88M

Sector Composition

1 Consumer Discretionary 2.52%
2 Energy 1.98%
3 Materials 1.35%
4 Financials 1.33%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 13.71%
138,781
-91,922
2
$8.59M 6.48%
+302,210
3
$8.37M 6.32%
+162,341
4
$8M 6.04%
+154,642
5
$7.46M 5.63%
215,029
+67,305
6
$7.22M 5.45%
147,450
+36,819
7
$7.03M 5.31%
18,838
-11,542
8
$6.98M 5.27%
32,971
+9,217
9
$6.46M 4.88%
51,587
+10,174
10
$6.08M 4.59%
60,974
+4,769
11
$6.05M 4.57%
75,022
+7,112
12
$5.98M 4.51%
41,349
-84,083
13
$5.75M 4.34%
+142,318
14
$5.46M 4.13%
+71,588
15
$3.48M 2.63%
39,909
-34,584
16
$2.02M 1.53%
4,956
-10,084
17
$1.79M 1.35%
+51,218
18
$1.77M 1.33%
+68,381
19
$1.72M 1.3%
+40,055
20
$1.62M 1.22%
+32,241
21
$1.61M 1.21%
+36,233
22
$1.51M 1.14%
+135,226
23
$1.47M 1.11%
+33,910
24
$1.13M 0.85%
+6,962
25
$1.01M 0.77%
+4,520
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