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
$313M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$781K
3
+$728K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$712K
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$418K

Top Sells

1
+$3.53M
2
+$1.05M
3
+$753K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$312K

Sector Composition

1 Financials 0.73%
2 Consumer Staples 0.47%
3 Healthcare 0.29%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.45%
7,200
27
$1.33M 0.42%
10,883
28
$1.23M 0.39%
7,507
29
$1.04M 0.33%
48,958
+499
30
$954K 0.3%
18,559
31
$920K 0.29%
5,377
32
$883K 0.28%
5,576
33
$691K 0.22%
15,959
-563
34
$644K 0.21%
9,022
+5,849
35
$640K 0.2%
11,855
36
$609K 0.19%
2,000
37
$493K 0.16%
25,367
+44
38
$408K 0.13%
5,045
-756
39
$402K 0.13%
3,035
40
$360K 0.11%
1,460
41
$344K 0.11%
5,843
-88
42
$286K 0.09%
3,959
43
$243K 0.08%
+6,103
44
$241K 0.08%
1,778
45
$236K 0.08%
3,851
-2,020
46
$226K 0.07%
+8,400
47
$224K 0.07%
6,816
48
$221K 0.07%
3,900
49
$211K 0.07%
+4,194
50
– –
-10,513
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