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
$223M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.5M
3
+$13.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.3M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.3M

Top Sells

1
+$5.83M
2
+$1.61M
3
+$953K
4
MCD icon
McDonald's
MCD
+$918K
5
AAPL icon
Apple
AAPL
+$807K

Sector Composition

1 Materials 0.81%
2 Healthcare 0.74%
3 Financials 0.69%
4 Energy 0.53%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.4%
32,120
-357
27
$721K 0.32%
7,200
28
$680K 0.3%
+53,775
29
$674K 0.3%
8,501
30
$673K 0.3%
18,645
31
$661K 0.3%
+35,498
32
$627K 0.28%
43,821
33
$604K 0.27%
7,126
34
$569K 0.26%
24,040
-142
35
$569K 0.26%
5,464
+975
36
$544K 0.24%
8,259
+2,073
37
$515K 0.23%
5,084
-7,692
38
$475K 0.21%
5,883
-3,040
39
$445K 0.2%
4,736
+2,368
40
$416K 0.19%
7,764
+2,578
41
$382K 0.17%
2,000
42
$374K 0.17%
2,154
-3,204
43
$361K 0.16%
3,035
44
$353K 0.16%
8,236
45
$328K 0.15%
+11,909
46
$296K 0.13%
1,801
-3,944
47
$292K 0.13%
5,872
-1,908
48
$286K 0.13%
1,750
49
$264K 0.12%
3,959
50
$222K 0.1%
+8,020
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