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
$263M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$5.44M
3
+$553K
4
MCD icon
McDonald's
MCD
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$334K

Top Sells

1
+$17.2M
2
+$13.8M
3
+$3.27M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.87M
5
VV icon
Vanguard Large-Cap ETF
VV
+$314K

Sector Composition

1 Financials 0.65%
2 Industrials 0.62%
3 Consumer Staples 0.6%
4 Healthcare 0.55%
5 Materials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$839K 0.32%
8,000
27
$720K 0.27%
24,532
+611
28
$704K 0.27%
3,580
+1,504
29
$693K 0.26%
5,461
+45
30
$676K 0.26%
18,670
-29
31
$638K 0.24%
7,625
+1,292
32
$622K 0.24%
21,402
33
$599K 0.23%
5,602
34
$559K 0.21%
6,683
35
$553K 0.21%
+13,080
36
$417K 0.16%
+2,422
37
$328K 0.12%
2,000
38
$327K 0.12%
2,687
39
$310K 0.12%
5,653
40
$290K 0.11%
6,000
41
$286K 0.11%
2,826
-2,826
42
$268K 0.1%
+2,233
43
$263K 0.1%
1,801
44
$247K 0.09%
23,196
-606
45
$242K 0.09%
+4,510
46
$221K 0.08%
+1,778
47
$205K 0.08%
+2,400
48
– –
-4,637
49
– –
-3,493
1
2