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
$202M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$2.08M
3 +$1.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$498K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$301K

Top Sells

1 +$11.5M
2 +$5.47M
3 +$3.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.45M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.45M

Sector Composition

1 Industrials 0.85%
2 Healthcare 0.8%
3 Materials 0.77%
4 Consumer Staples 0.73%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,243
52
-7,522