MWP

Moller Wealth Partners Portfolio holdings

AUM $507M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.6M
3
+$12.9M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.1M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.95M

Top Sells

1
+$5.89M
2
+$1.61M
3
+$953K
4
MCD icon
McDonald's
MCD
+$918K
5
AAPL icon
Apple
AAPL
+$807K

Sector Composition

1 Materials 0.81%
2 Healthcare 0.74%
3 Financials 0.69%
4 Energy 0.53%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.1%
6,000
52
$207K 0.09%
+1,778
53
$187K 0.08%
13,395
54
$93K 0.04%
10,556
55
– –
-6,200
56
– –
-5,068
57
– –
-11,700
58
– –
-7,714
59
– –
-4,624
60
– –
-4,270
61
– –
-11,696
62
– –
-21,532
63
– –
-7,332
64
– –
-8,172
65
– –
-2,176
66
– –
-2,040
67
– –
-4,792
1 2
3