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
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.4M
3
+$4.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$416K

Top Sells

1
+$15.7M
2
+$13.2M
3
+$3.83M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$439K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$353K

Sector Composition

1 Materials 0.56%
2 Industrials 0.55%
3 Energy 0.53%
4 Consumer Staples 0.52%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.42%
13,628
27
$897K 0.41%
6,322
28
$891K 0.41%
9,933
29
$734K 0.34%
23,921
30
$671K 0.31%
7,683
31
$537K 0.25%
21,402
-7,695
32
$535K 0.25%
4,262
-125,303
33
$532K 0.24%
8,000
34
$529K 0.24%
18,699
35
$416K 0.19%
+19,506
36
$386K 0.18%
5,802
37
$305K 0.14%
2,067
38
$301K 0.14%
2,162
39
$260K 0.12%
2,110
40
$246K 0.11%
5,653
41
$244K 0.11%
28,344
-8,856
42
$241K 0.11%
1,778
43
$228K 0.1%
2,826
44
$43K 0.02%
2,225
1
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