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
$278M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.02M
3
+$888K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$662K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$362K

Top Sells

1
+$2.18M
2
+$407K
3
+$230K
4
DOW icon
Dow Inc
DOW
+$201K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$201K

Sector Composition

1 Financials 0.48%
2 Consumer Staples 0.45%
3 Healthcare 0.32%
4 Materials 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.71%
72,844
+4,052
27
$1.41M 0.51%
13,736
-21,261
28
$1M 0.36%
7,937
29
$878K 0.32%
5,377
30
$844K 0.3%
10,021
31
$769K 0.28%
40,259
-3,976
32
$756K 0.27%
7,200
-192
33
$726K 0.26%
18,535
-24
34
$669K 0.24%
13,885
-805
35
$583K 0.21%
5,576
-315
36
$579K 0.21%
17,810
+2,640
37
$465K 0.17%
2,000
38
$311K 0.11%
3,035
39
$264K 0.1%
1,460
40
$244K 0.09%
1,778
41
$240K 0.09%
1,073
42
$233K 0.08%
2,671
43
$232K 0.08%
8,388
+603
44
$225K 0.08%
5,831
45
$223K 0.08%
3,900
46
$207K 0.07%
2,568
47
$200K 0.07%
1,957
-1,020
48
– –
-8,400
49
– –
-3,900
1
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