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
$186M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$5.1M
3
+$4.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.8M

Top Sells

1
+$1.13M
2
+$873K
3
+$468K
4
BND icon
Vanguard Total Bond Market
BND
+$405K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$323K

Sector Composition

1 Financials 2.35%
2 Healthcare 1.58%
3 Industrials 1.01%
4 Energy 0.8%
5 Materials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.61%
50,565
-1,335
27
$1.11M 0.6%
17,969
28
$1.08M 0.58%
11,746
-306
29
$964K 0.52%
11,843
30
$874K 0.47%
6,508
31
$871K 0.47%
8,608
+12
32
$727K 0.39%
27,376
+225
33
$670K 0.36%
8,000
34
$624K 0.34%
7,500
35
$566K 0.3%
11,700
36
$466K 0.25%
5,548
37
$399K 0.21%
5,653
38
$375K 0.2%
6,866
-32
39
$355K 0.19%
3,110
40
$312K 0.17%
6,000
41
$230K 0.12%
+11,480
42
$224K 0.12%
+1,914
43
$224K 0.12%
2,162
44
$218K 0.12%
+2,826
45
$213K 0.11%
+4,029
1
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