MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
+2.78%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$181M
AUM Growth
+$181M
(+68%)
Cap. Flow
+$70.7M
Cap. Flow
% of AUM
38.95%
Top 10 Holdings %
Top 10 Hldgs %
79.26%
Holding
40
New
5
Increased
13
Reduced
12
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$17.6M |
| 3 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$15.5M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$14.3M |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
$2.11M |
Top Sells
| 1 |
iShares North American Natural Resources ETF
IGE
|
$1.21M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$942K |
| 3 |
GE Aerospace
GE
|
$238K |
| 4 |
3M
MMM
|
$202K |
| 5 |
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% |
