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
$226M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$1.46M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.31M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$815K

Top Sells

1
+$1.12M
2
+$995K
3
+$441K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$297K
5
SJM icon
J.M. Smucker
SJM
+$218K

Sector Composition

1 Financials 0.9%
2 Consumer Staples 0.43%
3 Healthcare 0.42%
4 Materials 0.41%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.58%
+24,389
27
$1.12M 0.49%
10,963
-22
28
$1M 0.44%
35,005
+2,885
29
$961K 0.43%
7,693
30
$940K 0.42%
6,445
31
$916K 0.41%
27,562
+3,905
32
$877K 0.39%
7,200
33
$717K 0.32%
24,305
34
$716K 0.32%
18,613
35
$603K 0.27%
3,006
36
$544K 0.24%
3,905
-215
37
$470K 0.21%
2,000
38
$411K 0.18%
5,883
39
$388K 0.17%
3,035
40
$370K 0.16%
8,236
41
$327K 0.14%
5,872
42
$298K 0.13%
2,020
-134
43
$293K 0.13%
3,996
44
$264K 0.12%
2,368
45
$257K 0.11%
3,959
46
$250K 0.11%
3,900
47
$242K 0.11%
4,000
48
$213K 0.09%
+3,900
49
– –
-1,978
1
2