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
$120M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.63M
3
+$2.95M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.84M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.63M

Top Sells

1
+$4.22M
2
+$4.2M
3
+$4M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.92M

Sector Composition

1 Energy 1.95%
2 Consumer Staples 0.31%
3 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 16.29%
388,620
-83,457
2
$19.4M 16.2%
385,074
-79,377
3
$16.2M 13.5%
30,740
+8,791
4
$5.51M 4.6%
19,496
+18,552
5
$5.27M 4.39%
57,558
+7,344
6
$4.26M 3.55%
84,971
-4,274
7
$3.93M 3.28%
48,219
+34,812
8
$3.89M 3.24%
25,640
+4,695
9
$3.7M 3.09%
45,563
+32,336
10
$3.48M 2.9%
132,680
+39,585
11
$3.22M 2.69%
8,410
-2,170
12
$2.97M 2.48%
28,103
+1,456
13
$2.95M 2.46%
+30,886
14
$2.43M 2.03%
20,566
+12,315
15
$2.01M 1.67%
+14,818
16
$1.92M 1.6%
20,565
-20,634
17
$1.6M 1.34%
12,845
+108
18
$1.53M 1.28%
40,858
-31,408
19
$1.51M 1.26%
7,633
-8,454
20
$1.44M 1.2%
5,868
-75
21
$1.3M 1.08%
+28,456
22
$1.1M 0.92%
5,419
-6,266
23
$1.1M 0.92%
+11,395
24
$1.01M 0.84%
+5,081
25
$961K 0.8%
5,384
-3,515
1
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