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
$355M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.57M
3
+$1.44M
4
BND icon
Vanguard Total Bond Market
BND
+$1.29M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.06M

Top Sells

1
+$1.4M
2
+$841K
3
+$172K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$7.25K

Sector Composition

1 Financials 0.49%
2 Consumer Staples 0.39%
3 Industrials 0.24%
4 Healthcare 0.24%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.85%
86,255
+6,099
27
$2.19M 0.62%
92,890
+20,440
28
$1.36M 0.38%
14,224
+3,962
29
$1.16M 0.33%
7,917
30
$1.16M 0.33%
74,372
+19,128
31
$948K 0.27%
5,576
32
$921K 0.26%
18,491
33
$843K 0.24%
5,377
34
$776K 0.22%
26,101
+9,914
35
$775K 0.22%
7,200
36
$631K 0.18%
+34,779
37
$548K 0.15%
2,000
38
$464K 0.13%
4,552
39
$382K 0.11%
1,460
40
$381K 0.11%
11,832
+1,064
41
$342K 0.1%
2,568
42
$276K 0.08%
6,790
43
$266K 0.08%
2,661
44
$259K 0.07%
1,032
+8
45
$259K 0.07%
8,064
+196
46
$248K 0.07%
3,285
+25
47
$235K 0.07%
+538
48
$234K 0.07%
6,169
+165
49
$225K 0.06%
1,778
50
$210K 0.06%
+4,194
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