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
$130M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.34M
3
+$4.42M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.17M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.1M

Top Sells

1
+$5.02M
2
+$5.01M
3
+$2.95M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.04M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Sector Composition

1 Energy 1.61%
2 Consumer Staples 0.3%
3 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 14.33%
34,637
+3,897
2
$14.5M 11.17%
288,932
-99,688
3
$14.4M 11.08%
285,872
-99,202
4
$10.6M 8.14%
115,973
+58,415
5
$10.1M 7.73%
34,748
+15,252
6
$7.05M 5.42%
+138,651
7
$4.88M 3.75%
188,317
+55,637
8
$4.05M 3.11%
81,701
-3,270
9
$3.48M 2.67%
8,477
+67
10
$2.79M 2.14%
28,051
-52
11
$2.71M 2.08%
11,648
+9,352
12
$2.58M 1.98%
32,855
-15,364
13
$2.5M 1.92%
51,763
+23,307
14
$2.49M 1.91%
18,070
-7,570
15
$2.39M 1.84%
10,669
+5,588
16
$2.1M 1.61%
21,704
+11,138
17
$2.06M 1.58%
15,617
+799
18
$2.06M 1.58%
17,787
-2,779
19
$1.97M 1.52%
+62,811
20
$1.69M 1.3%
19,779
-786
21
$1.41M 1.09%
5,844
-24
22
$1.41M 1.08%
18,576
-26,987
23
$1.39M 1.07%
12,957
+112
24
$1.38M 1.06%
+15,663
25
$1.28M 0.98%
34,078
-6,780
1
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