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
$217M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$1.62M
3
+$790K
4
JPM icon
JPMorgan Chase
JPM
+$561K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$301K

Top Sells

1
+$14.1M
2
+$1.07M
3
+$540K
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$220K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$219K

Sector Composition

1 Industrials 0.78%
2 Financials 0.77%
3 Healthcare 0.72%
4 Consumer Staples 0.71%
5 Materials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$875K 0.4%
36,417
-1,365
27
$840K 0.39%
19,766
-326
28
$741K 0.34%
8,889
-89
29
$734K 0.34%
8,631
30
$648K 0.3%
8,000
31
$633K 0.29%
7,500
32
$596K 0.28%
24,155
-628
33
$506K 0.23%
3,671
34
$475K 0.22%
15,280
+7,060
35
$359K 0.17%
6,080
-536
36
$352K 0.16%
5,653
37
$303K 0.14%
2,162
38
$293K 0.14%
5,341
39
$257K 0.12%
2,110
40
$222K 0.1%
2,826
41
$218K 0.1%
2,277
-67
42
$216K 0.1%
2,220
43
$206K 0.1%
+1,781
44
$202K 0.09%
6,000
45
– –
-500,249
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