MWM
Moulton Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
-4.81%
1 Year Return
+13.32%
3 Year Return
+19.21%
5 Year Return
+40.05%
10 Year Return
–
AUM
$96.1M
AUM Growth
+$96.1M
(-30%)
Cap. Flow
-$35.5M
Cap. Flow
% of AUM
-36.93%
Top 10 Holdings %
Top 10 Hldgs %
92.62%
Holding
31
New
2
Increased
6
Reduced
9
Closed
14
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$28.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.58M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.12M |
| 4 |
iShares Gold Trust
IAU
|
$682K |
| 5 |
SPDR Gold Trust
GLD
|
$489K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$26.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$7.84M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.29M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.72M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.58M |
Sector Composition
| 1 | Energy | 1.94% |
| 2 | Consumer Staples | 0.82% |
| 3 | Consumer Discretionary | 0% |
| 4 | Materials | 0% |
