Portfolio (Quarterly)
Guide ↗
MOULTON WEALTH MANAGEMENT, INC
· CIK 0001792510| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KOMP | SPDR SERIES TRUST | — | 143,653 | $11.5M | 10.95% | SOLD |
| 2 | JNK | SPDR SERIES TRUST | — | 396,498 | $10.0M | 9.52% | SOLD |
| 3 | IUSB | ISHARES TR | — | 184,615 | $9.3M | 8.83% | SOLD |
| 4 | ONEY | SPDR SERIES TRUST | — | 198,524 | $8.2M | 7.77% | SOLD |
| 5 | SOXX | ISHARES TR | — | 19,171 | $2.5M | 2.35% | SOLD |
| 6 | IGV | ISHARES TR | — | 12,397 | $2.5M | 2.35% | SOLD |
| 7 | BOTZ | GLOBAL X FDS | — | 25,544 | $2.1M | 2.01% | SOLD |
| 8 | HYZD | WISDOMTREE TR | — | 12,702 | $1.8M | 1.75% | SOLD |
| 9 | NOBL | PROSHARES TR | — | 17,188 | $1.8M | 1.70% | SOLD |
| 10 | FXI | ISHARES TR | — | 39,788 | $1.6M | 1.50% | SOLD |
| 11 | IWR | ISHARES TR | — | 15,871 | $1.5M | 1.46% | SOLD |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | — | 11,428 | $1.0M | 0.99% | SOLD |
| 13 | VUG | VANGUARD INDEX FDS | — | 2,002 | $973K | 0.92% | SOLD |
| 14 | SPHY | SPDR SERIES TRUST | — | 7,359 | $348K | 0.33% | SOLD |
Sector Allocation
Financial Services
77.7%
Energy
15.9%
Consumer Defensive
3.5%
Consumer Cyclical
3.0%