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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
XLKSelect Sector Spdr Tr
Recent Activity
Increased 407.32%
2.08%
$2.708M
11,648 shares@ $232.53 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -31.86%
1.99%
$2.583M
32,855 shares@ $78.62 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 81.91%
1.93%
$2.502M
51,763 shares@ $48.34 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -29.52%
1.91%
$2.486M
18,070 shares@ $137.57 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 109.98%
1.84%
$2.394M
10,669 shares@ $224.36 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 105.42%
1.62%
$2.101M
21,704 shares@ $96.82 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 5.4%
1.59%
$2.058M
15,617 shares@ $131.77 avg price
IEIIshares Tr
Recent Activity
Decreased -13.51%
1.58%
$2.055M
17,787 shares@ $115.55 avg price
PFFIshares Tr
Recent Activity
New Position
1.52%
$1.975M
62,811 shares@ $31.44 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -3.82%
1.31%
$1.694M
19,779 shares@ $85.67 avg price