Aryn Sands

@Moulton Wealth Management, Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$130.216M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
USDUWisdomtree Tr Recent Activity Decreased -54.05%	0.25%	$323,622 11,700 shares@ $27.66 avg price	Decreased -54.05%
SPYSpdr S&p 500 Etf Tr Recent Activity Decreased -5.28%	0.21%	$272,879 466 shares@ $585.58 avg price	Decreased -5.28%
MTHMeritage Homes Corp Recent Activity Increased 0.46%	0.19%	$236,190 1,535 shares@ $153.87 avg price	Increased 0.46%