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
$322M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.16M
3
+$1.27M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$912K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$908K

Top Sells

1
+$7.44M
2
+$5.74M
3
+$384K
4
XOM icon
Exxon Mobil
XOM
+$97.6K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$88K

Sector Composition

1 Financials 0.6%
2 Consumer Staples 0.45%
3 Materials 0.3%
4 Healthcare 0.3%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.7%
63,932
+4,794
27
$1.28M 0.4%
10,883
28
$1.21M 0.38%
7,937
+430
29
$1.12M 0.35%
7,392
+192
30
$995K 0.31%
46,235
-2,723
31
$953K 0.3%
5,377
32
$890K 0.28%
18,559
33
$806K 0.25%
12,367
+3,345
34
$803K 0.25%
5,891
+315
35
$699K 0.22%
15,967
+8
36
$500K 0.16%
2,000
37
$493K 0.15%
6,335
+1,290
38
$468K 0.15%
25,500
+133
39
$388K 0.12%
3,882
-77
40
$381K 0.12%
3,151
+116
41
$360K 0.11%
5,738
-6,117
42
$332K 0.1%
5,831
-12
43
$306K 0.1%
1,460
44
$280K 0.09%
7,611
+1,508
45
$249K 0.08%
3,900
46
$241K 0.07%
1,778
47
$224K 0.07%
+3,900
48
$222K 0.07%
+2,568
49
$221K 0.07%
2,671
-1,180
50
$221K 0.07%
8,400
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