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Aryn Sands

@Moulton Wealth Management, Inc

Latest period2024 - Q4ReportedManaged Assets$130.216MTotal holdings43
Assets growth rate8.59%Assets growth rate (2-Q avg)8.64%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Moulton Wealth Management, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Moulton Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 130.216M in assets, with a quarterly growth rate of 8.59% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Decreased -25.65%
11.17%
$14.539M
288,932 shares@ $50.33 avg price
TFLOIshares Tr
Recent Activity
Decreased -25.76%
11.09%
$14.428M
285,872 shares@ $50.47 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -3.84%
3.11%
$4.045M
81,701 shares@ $49.51 avg price
NOBLProshares Tr
Recent Activity
Decreased -0.18%
2.15%
$2.792M
28,051 shares@ $99.56 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -31.86%
1.99%
$2.583M
32,855 shares@ $78.62 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -29.52%
1.91%
$2.486M
18,070 shares@ $137.57 avg price
IEIIshares Tr
Recent Activity
Decreased -13.51%
1.58%
$2.055M
17,787 shares@ $115.55 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -3.82%
1.31%
$1.694M
19,779 shares@ $85.67 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.4%
1.09%
$1.415M
5,844 shares@ $242.13 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -59.23%
1.08%
$1.406M
18,576 shares@ $75.7 avg price