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
$287M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.38M
3
+$3.19M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.89M
5
BND icon
Vanguard Total Bond Market
BND
+$2.49M

Top Sells

1
+$1.53M
2
+$1.37M
3
+$1.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$845K
5
AAPL icon
Apple
AAPL
+$704K

Sector Composition

1 Financials 0.74%
2 Consumer Staples 0.46%
3 Healthcare 0.31%
4 Materials 0.28%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.43%
7,200
27
$1.08M 0.38%
8,007
+500
28
$1.03M 0.36%
10,883
29
$928K 0.32%
38,193
+18,894
30
$895K 0.31%
5,876
-6,684
31
$884K 0.31%
5,377
+6
32
$880K 0.31%
18,580
33
$732K 0.26%
16,494
34
$598K 0.21%
11,896
+1,600
35
$563K 0.2%
2,000
36
$488K 0.17%
25,234
+51
37
$399K 0.14%
6,093
+221
38
$395K 0.14%
3,035
39
$350K 0.12%
6,271
+400
40
$323K 0.11%
1,460
41
$288K 0.1%
+3,499
42
$260K 0.09%
11,373
+813
43
$249K 0.09%
3,900
44
$247K 0.09%
2,511
+341
45
$231K 0.08%
+4,359
46
$225K 0.08%
1,778
47
$212K 0.07%
6,816
-1,719
48
– –
-10,000
49
– –
-1,422
50
– –
-11,700
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