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
$261M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.48M
3
+$2.58M
4
DD icon
DuPont de Nemours
DD
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$272K

Top Sells

1
+$3.5M
2
+$861K
3
+$712K
4
MCD icon
McDonald's
MCD
+$350K
5
MRK icon
Merck
MRK
+$316K

Sector Composition

1 Financials 0.58%
2 Industrials 0.51%
3 Energy 0.51%
4 Healthcare 0.47%
5 Materials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.28%
6,333
-1,578
27
$725K 0.28%
8,000
28
$708K 0.27%
23,921
29
$676K 0.26%
5,416
+34
30
$654K 0.25%
18,699
31
$599K 0.23%
21,402
32
$548K 0.21%
6,683
-1,300
33
$535K 0.2%
5,602
34
$493K 0.19%
5,652
+2,826
35
$364K 0.14%
2,076
-1,595
36
$326K 0.12%
2,687
+577
37
$302K 0.12%
2,000
38
$283K 0.11%
5,653
39
$253K 0.1%
3,493
40
$244K 0.09%
1,801
-100
41
$242K 0.09%
6,000
42
$238K 0.09%
23,802
-492
43
$208K 0.08%
+4,637
44
– –
-10,663
45
– –
-1,778
46
– –
-2,067
47
– –
-2,225
48
– –
-5,167
49
– –
-2,285
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