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
$29.2M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.52M
3
+$936K
4
XOM icon
Exxon Mobil
XOM
+$11.7K
5
COST icon
Costco
COST
+$481

Top Sells

1
+$2.93M
2
+$1.17M
3
+$449K
4
BND icon
Vanguard Total Bond Market
BND
+$435K
5
GLD icon
SPDR Gold Trust
GLD
+$309K

Sector Composition

1 Energy 7.53%
2 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 35.42%
+205,636
2
$6.52M 22.31%
+129,241
3
$2.79M 9.56%
28,391
-29,816
4
$1.62M 5.55%
4,494
-35
5
$1.35M 4.61%
12,198
+106
6
$1.31M 4.48%
8,425
-72
7
$1.17M 4.02%
11,200
-11,114
8
$969K 3.31%
13,178
-5,925
9
$936K 3.2%
+14,890
10
$852K 2.92%
4,846
11
$541K 1.85%
5,010
-2,572
12
$510K 1.75%
1,060
+1
13
$297K 1.02%
1,707
-1,772
14
– –
-7,701