MWP

Moller Wealth Partners Portfolio holdings

AUM $478M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.47M
3
+$2.28M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.46M

Top Sells

1
+$3.25M
2
+$2.02M
3
+$970K
4
JPM icon
JPMorgan Chase
JPM
+$864K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Sector Composition

1 Financials 1.54%
2 Healthcare 1.5%
3 Industrials 0.99%
4 Energy 0.73%
5 Materials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,793
1 2
3