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
$195M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.11M
3
+$3M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$2.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M

Top Sells

1
+$10.6M
2
+$10.3M
3
+$8.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.39M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.23M

Sector Composition

1 Financials 0.85%
2 Consumer Staples 0.54%
3 Energy 0.47%
4 Healthcare 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,126
52
– –
-8,501
53
– –
-43,821
54
– –
-13,395
55
– –
-10,556
56
– –
-1,750
1 2
3