Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $152,096,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 207,915 | $18,296,239 | 12.03% | |
| 2. | Ishares Tr | 271,371 | $13,704,218 | 9.01% | |
| 3. | Wisdomtree Tr | 268,033 | $13,500,808 | 8.88% | |
| 4. | Vanguard Index Fds | 33,953 | $12,578,142 | 8.27% | |
| 5. | Ishares Tr - FLTG RATE NT ETF | 200,834 | $10,220,870 | 6.72% |
Hedge Fund Resource Center 
