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
$170M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.87M
3
+$999K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$127K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$69.2K

Top Sells

1
+$18.8M
2
+$18.7M
3
+$2.37M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.03M
5
BND icon
Vanguard Total Bond Market
BND
+$683K

Sector Composition

1 Industrials 0.73%
2 Healthcare 0.68%
3 Materials 0.68%
4 Energy 0.65%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.48%
9,933
27
$708K 0.42%
23,921
-225
28
$642K 0.38%
7,683
29
$588K 0.35%
8,000
30
$480K 0.28%
18,699
31
$288K 0.17%
2,162
32
$288K 0.17%
2,067
33
$266K 0.16%
7,062
-232
34
$251K 0.15%
2,110
35
$245K 0.14%
2,826
36
$231K 0.14%
1,778
37
$228K 0.13%
5,653
38
– –
-5,892
39
– –
-21,746
40
– –
-42,660
1
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