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
$404M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.03M
3
+$1.87M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.82M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.72M

Top Sells

1
+$704K
2
+$486K
3
+$480K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$288K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$252K

Sector Composition

1 Financials 0.64%
2 Consumer Staples 0.4%
3 Industrials 0.34%
4 Healthcare 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.91%
101,966
+12,750
27
$1.77M 0.44%
38,491
+34
28
$1.76M 0.44%
75,114
-1,002
29
$1.47M 0.36%
5,976
+2,539
30
$1.43M 0.35%
8,372
+455
31
$1.41M 0.35%
14,194
-10
32
$1.38M 0.34%
10,689
+193
33
$937K 0.23%
51,862
-1,310
34
$924K 0.23%
80,932
-17,397
35
$901K 0.22%
18,442
36
$892K 0.22%
5,377
37
$833K 0.21%
3,406
+1,526
38
$783K 0.19%
30,657
+10,153
39
$727K 0.18%
3,633
40
$661K 0.16%
7,200
41
$644K 0.16%
1,151
+752
42
$593K 0.15%
+25,326
43
$523K 0.13%
33,240
-743
44
$468K 0.12%
5,732
+1,252
45
$467K 0.12%
877
46
$392K 0.1%
20,000
47
$363K 0.09%
+9,800
48
$362K 0.09%
+1,460
49
$333K 0.08%
9,520
+836
50
$329K 0.08%
1,244
+4
1
2
3