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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
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
XOMExxon Mobil Corp
Recent Activity
Increased 0.88%
1.08%
$1.394M
12,957 shares@ $107.58 avg price
IWRIshares Tr
Recent Activity
New Position
1.07%
$1.385M
15,663 shares@ $88.4 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -16.59%
0.98%
$1.275M
34,078 shares@ $37.43 avg price
SHYIshares Tr
Recent Activity
Increased 23.66%
0.86%
$1.111M
13,554 shares@ $81.98 avg price
IWMIshares Tr
Recent Activity
Increased 55.44%
0.67%
$871,687
3,945 shares@ $220.96 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -11.96%
0.64%
$830,667
4,740 shares@ $175.25 avg price
VEUVanguard Intl Equity Index F
Recent Activity
New Position
0.63%
$814,878
14,194 shares@ $57.42 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -52.45%
0.55%
$710,731
3,629 shares@ $195.85 avg price