MWP

Moller Wealth Partners Portfolio holdings

AUM $480M
1-Year Est. Return 8.74%
This Quarter Est. Return
1 Year Est. Return
+8.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.1M
3
+$13.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.39%
2 Healthcare 1.82%
3 Industrials 0.98%
4 Energy 0.82%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$912K 0.67%
+11,843
27
$896K 0.65%
+17,969
28
$883K 0.64%
+7,773
29
$863K 0.63%
+17,923
30
$785K 0.57%
+8,694
31
$733K 0.54%
+27,407
32
$723K 0.53%
+6,508
33
$586K 0.43%
+8,000
34
$522K 0.38%
+6,876
35
$481K 0.35%
+7,500
36
$467K 0.34%
+11,700
37
$426K 0.31%
+9,424
38
$384K 0.28%
+5,548
39
$342K 0.25%
+5,653
40
$284K 0.21%
+14,847
41
$233K 0.17%
+6,000
42
$223K 0.16%
+8,182
1
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