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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
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -16.59%
0.98%
$1.275M
34,078 shares@ $37.43 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -11.96%
0.64%
$830,667
4,740 shares@ $175.25 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -52.45%
0.55%
$710,731
3,629 shares@ $195.85 avg price
MTUMIshares Tr
Recent Activity
Decreased -37.53%
0.54%
$700,424
3,385 shares@ $206.92 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -49.8%
0.27%
$346,203
4,115 shares@ $84.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -10.39%
0.26%
$334,919
655 shares@ $511.33 avg price
USDUWisdomtree Tr
Recent Activity
Decreased -54.05%
0.25%
$323,622
11,700 shares@ $27.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.28%
0.21%
$272,879
466 shares@ $585.58 avg price