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
$369M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.9M
3
+$870K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$313K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282K

Top Sells

1
+$13M
2
+$1.02M
3
+$956K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$666K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$422K

Sector Composition

1 Financials 0.54%
2 Consumer Staples 0.41%
3 Industrials 0.28%
4 Healthcare 0.23%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.84%
87,311
+1,056
27
$2.14M 0.58%
86,898
-5,992
28
$1.34M 0.36%
14,224
29
$1.28M 0.35%
7,917
30
$1.12M 0.3%
5,576
31
$1.09M 0.3%
78,225
+3,853
32
$927K 0.25%
18,491
33
$878K 0.24%
7,200
34
$851K 0.23%
5,377
35
$774K 0.21%
33,575
+7,474
36
$661K 0.18%
36,481
+1,702
37
$638K 0.17%
4,552
38
$419K 0.11%
2,568
39
$418K 0.11%
1,726
-274
40
$392K 0.11%
1,460
41
$372K 0.1%
11,378
-454
42
$309K 0.08%
2,661
43
$284K 0.08%
6,790
44
$280K 0.08%
1,035
+3
45
$279K 0.08%
8,658
+594
46
$263K 0.07%
3,296
+11
47
$259K 0.07%
538
48
$252K 0.07%
6,260
+91
49
$232K 0.06%
4,194
50
$225K 0.06%
+3,900
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