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
$181M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$15.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.3M
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$2.11M

Top Sells

1
+$1.21M
2
+$942K
3
+$238K
4
MMM icon
3M
MMM
+$202K
5
PG icon
Procter & Gamble
PG
+$173K

Sector Composition

1 Industrials 0.69%
2 Materials 0.64%
3 Healthcare 0.61%
4 Energy 0.6%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$788K 0.43%
36,417
27
$628K 0.35%
24,146
-9
28
$599K 0.33%
7,683
-947
29
$572K 0.32%
8,000
30
$472K 0.26%
18,699
31
$431K 0.24%
+21,746
32
$389K 0.21%
5,892
33
$345K 0.19%
+42,660
34
$264K 0.15%
5,653
35
$260K 0.14%
2,162
36
$260K 0.14%
2,067
-1,604
37
$255K 0.14%
+7,294
38
$241K 0.13%
2,110
39
$231K 0.13%
2,826
40
$219K 0.12%
1,778
-3
1
2