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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
VOOVanguard Index Fds
Recent Activity
Increased 12.68%
14.34%
$18.663M
34,637 shares@ $538.81 avg price
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
BILSpdr Ser Tr
Recent Activity
Increased 101.49%
8.15%
$10.603M
115,973 shares@ $91.43 avg price
VTIVanguard Index Fds
Recent Activity
Increased 78.24%
7.74%
$10.07M
34,748 shares@ $289.82 avg price
FLOTIshares Tr
Recent Activity
New Position
5.42%
$7.055M
138,651 shares@ $50.89 avg price
AAAUGoldman Sachs Physical Gold
Recent Activity
Increased 41.94%
3.76%
$4.884M
188,317 shares@ $25.94 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -3.84%
3.11%
$4.045M
81,701 shares@ $49.51 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.8%
2.68%
$3.479M
8,477 shares@ $410.43 avg price
NOBLProshares Tr
Recent Activity
Decreased -0.18%
2.15%
$2.792M
28,051 shares@ $99.56 avg price