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
$327M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$992K
3
+$337K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$334K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$215K

Top Sells

1
+$1.19M
2
+$539K
3
+$510K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$477K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K

Sector Composition

1 Financials 0.49%
2 Consumer Staples 0.45%
3 Healthcare 0.27%
4 Materials 0.25%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.82%
80,412
-351
27
$1.61M 0.49%
73,612
-21,770
28
$1.2M 0.37%
7,937
29
$905K 0.28%
10,012
30
$890K 0.27%
5,377
31
$831K 0.25%
18,535
32
$811K 0.25%
5,576
33
$807K 0.25%
7,200
34
$804K 0.25%
43,691
-7,878
35
$642K 0.2%
16,004
+1,861
36
$599K 0.18%
2,000
37
$399K 0.12%
4,552
38
$365K 0.11%
1,460
39
$313K 0.1%
10,887
+3,746
40
$285K 0.09%
2,661
41
$270K 0.08%
8,523
+37
42
$263K 0.08%
1,778
43
$260K 0.08%
6,790
44
$251K 0.08%
3,439
45
$250K 0.08%
1,021
46
$245K 0.07%
2,568
47
$223K 0.07%
3,900
48
$215K 0.07%
+6,052
49
$202K 0.06%
+2,069
50
– –
-3,900
1
2
3