MWP

Moller Wealth Partners Portfolio holdings

AUM $478M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$1.83M
3
+$1.68M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.4M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.18M

Top Sells

1
+$10.4M
2
+$2.23M
3
+$291K
4
BND icon
Vanguard Total Bond Market
BND
+$275K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$263K

Sector Composition

1 Financials 2.24%
2 Healthcare 2.06%
3 Industrials 1.07%
4 Energy 0.76%
5 Materials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.58%
17,969
27
$1.14M 0.58%
14,099
+2,256
28
$1.01M 0.52%
8,167
+1,659
29
$894K 0.46%
11,014
-3,388
30
$870K 0.44%
8,908
+300
31
$860K 0.44%
37,782
-12,783
32
$725K 0.37%
27,376
33
$686K 0.35%
7,500
34
$659K 0.34%
8,000
35
$577K 0.29%
11,700
36
$417K 0.21%
5,128
-420
37
$407K 0.21%
3,592
+1,678
38
$398K 0.2%
5,653
39
$387K 0.2%
7,522
+3,493
40
$378K 0.19%
6,866
41
$325K 0.17%
16,940
+5,460
42
$279K 0.14%
+5,148
43
$277K 0.14%
+7,202
44
$273K 0.14%
2,331
-779
45
$266K 0.14%
6,000
46
$238K 0.12%
2,162
47
$233K 0.12%
+2,793
48
$218K 0.11%
2,826
49
$217K 0.11%
+16,618
50
$208K 0.11%
+1,129
1
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