MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
+3.34%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$217M
AUM Growth
+$217M
(+6.5%)
Cap. Flow
+$8.33M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
79.23%
Holding
44
New
3
Increased
6
Reduced
18
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$19M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$14.4M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$4.72M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$3.83M |
| 5 |
Schwab US REIT ETF
SCHH
|
$416K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$15.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$3.83M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$439K |
| 5 |
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% |
