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
$56.5M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.17M
3
+$2.57M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$1.09M
5
MTH icon
Meritage Homes
MTH
+$214K

Top Sells

1
+$730K
2
+$80.6K
3
+$59K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.2K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$27.7K

Sector Composition

1 Energy 3.7%
2 Consumer Staples 1.01%
3 Consumer Discretionary 0.38%
4 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 33.1%
371,735
+84,051
2
$18.3M 32.32%
360,481
+82,261
3
$4.83M 8.55%
50,034
-834
4
$2.57M 4.55%
+70,673
5
$1.97M 3.48%
103,257
+57,297
6
$1.48M 2.62%
8,296
-331
7
$1.33M 2.35%
12,402
+103
8
$1.33M 2.35%
8,160
-217
9
$1.13M 2%
10,960
-269
10
$1.05M 1.86%
9,005
-83
11
$930K 1.65%
12,799
-325
12
$822K 1.45%
2,017
-64
13
$763K 1.35%
4,846
14
$573K 1.01%
1,064
+2
15
$517K 0.92%
4,809
-87
16
$214K 0.38%
+3,006
17
$45.6K 0.08%
+1,007
18
– –
-14,738