MOULTON WEALTH MANAGEMENT, INC

http://www.moultonwealth.com • SPOKANE VALLEY, WA • Investment Advisor How do I update this listing?

Moulton Wealth Management is based out of Spokane Valley. Moulton Wealth Management is a large advisory firm with 345 clients and discretionary assets under management (AUM) of $142,565,000 (Form ADV from 2021-02-02). Their last reported 13F filing for Q1 2021 included $132,448,000 in managed 13F securities and a top 10 holdings concentration of 63.69%. Moulton Wealth Management's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 138,781. Whalewisdom has at least 6 13F filings

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03/31/2021

13F Activity

  • Market Value $132.448 Million
  • Prior Market Value $124.167 Million
  • New Purchases20 stocks
  • Additional Purchases9 stocks
  • Sold out of6 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 63.69 %
  • Turnover % [1]:74.29%
  • Turnover Alt % [2]: 42.87 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.11 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 1.97%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MOULTON WEALTH MANAGEMENT, INC
1220 N MULLAN ROAD
SPOKANE VALLEY WA    99206
Country: United States
Business Phone: 509-922-3110
Fax: 509-922-0909
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 345
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MOULTON WEALTH MANAGEMENT, INC

ownership team - last updated 2020-05-28
Name Title Start Date Direct/Indirect % Ownership
MOULTON, DONALD, JOSEPH PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE direct 2019-06-01
MOULTON, RIAL, ROBERT INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER direct 2019-06-01

MOULTON WEALTH MANAGEMENT, INC

ownership team - last updated 2020-02-05
Name Title Start Date Direct/Indirect % Ownership

MOULTON WEALTH MANAGEMENT, INC

ownership team - last updated 2019-12-05
Name Title Start Date Direct/Indirect % Ownership
MOULTON, DONALD, JOSEPH PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE direct 2019-06-01
MOULTON, RIAL, ROBERT INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER direct 2019-06-01

MOULTON WEALTH MANAGEMENT, INC

ownership team - last updated 2019-09-16
Name Title Start Date Direct/Indirect % Ownership
MOULTON, DONALD, JOSEPH PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE direct 2019-06-01
MOULTON, RIAL, ROBERT INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER 06/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOULTON WEALTH MANAGEMENT, INC INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER direct 2019-06-01

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