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
$15.9M
AUM Growth
-$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$449K

Top Sells

1
+$20.1M
2
+$13.6M
3
+$5.83M
4
IAU icon
iShares Gold Trust
IAU
+$5.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.12M

Sector Composition

1 Energy 11.02%
2 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.59M 35.13%
58,207
-209,261
2
$2.29M 14.37%
22,314
-132,956
3
$1.49M 9.35%
4,529
-12,827
4
$1.36M 8.57%
19,103
-81,751
5
$1.15M 7.22%
8,497
-911
6
$1.06M 6.64%
12,092
-105
7
$795K 5%
7,582
-34,489
8
$696K 4.38%
4,846
-357
9
$538K 3.38%
3,479
-15,883
10
$500K 3.14%
1,059
-313
11
$449K 2.82%
+7,701
12
– –
-4,107
13
– –
-158,777
14
– –
-450
15
– –
-29,307
16
– –
-9,794
17
– –
-61,574
18
– –
-5,534