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
$400M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$797K
3
+$667K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$608K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$361K

Top Sells

1
+$702K
2
+$682K
3
+$651K
4
VB icon
Vanguard Small-Cap ETF
VB
+$430K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Financials 0.59%
2 Consumer Staples 0.4%
3 Industrials 0.32%
4 Healthcare 0.22%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 0.84%
88,517
+515
27
$2.19M 0.55%
85,110
-510
28
$1.52M 0.38%
14,204
-20
29
$1.43M 0.36%
30,085
-2,983
30
$1.37M 0.34%
7,917
31
$1.31M 0.33%
88,956
+10,341
32
$1.18M 0.29%
5,576
33
$973K 0.24%
18,442
-49
34
$871K 0.22%
5,377
35
$839K 0.21%
6,543
+2,818
36
$784K 0.2%
7,200
37
$733K 0.18%
36,580
+2,520
38
$718K 0.18%
38,744
+720
39
$685K 0.17%
3,633
40
$667K 0.17%
+8,255
41
$504K 0.13%
3,273
-107
42
$429K 0.11%
4,668
+311
43
$404K 0.1%
877
44
$394K 0.1%
20,000
45
$389K 0.1%
2,869
+9
46
$383K 0.1%
1,460
47
$377K 0.09%
4,480
+1,184
48
$362K 0.09%
1,475
49
$355K 0.09%
10,288
-1,090
50
$329K 0.08%
1,167
+4
1
2
3