MWP

Moller Wealth Partners Portfolio holdings

AUM $478M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16.6M
3
+$6.25M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.11M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$3.13M

Top Sells

1
+$13.1M
2
+$9.3M
3
+$873K
4
SJM icon
J.M. Smucker
SJM
+$220K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$206K

Sector Composition

1 Financials 0.66%
2 Materials 0.42%
3 Energy 0.4%
4 Industrials 0.38%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.3%
13,860
27
$722K 0.28%
18,670
28
$711K 0.28%
9,108
29
$583K 0.23%
24,040
30
$564K 0.22%
5,412
-190
31
$487K 0.19%
5,883
32
$406K 0.16%
6,231
-63
33
$354K 0.14%
2,154
34
$348K 0.14%
3,035
35
$311K 0.12%
2,000
36
$308K 0.12%
10,393
-1,133
37
$295K 0.11%
1,801
38
$276K 0.11%
3,959
-844
39
$266K 0.1%
2,368
-458
40
$215K 0.08%
6,000
41
– –
-19,560
42
– –
-1,778
1
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