MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
+16.47%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$229M
AUM Growth
+$229M
(+18%)
Cap. Flow
+$3.45M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
64.12%
Holding
47
New
2
Increased
18
Reduced
19
Closed
–
Top Buys
| 1 |
WisdomTree International Equity Fund
DWM
|
$4.45M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.93M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.69M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$2.37M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.34M |
Top Sells
Sector Composition
| 1 | Financials | 0.7% |
| 2 | Healthcare | 0.4% |
| 3 | Consumer Staples | 0.4% |
| 4 | Technology | 0.26% |
| 5 | Communication Services | 0.22% |
