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
$207M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.55M
3
+$2.26M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.88M

Top Sells

1
+$2.1M
2
+$1.92M
3
+$1.05M
4
BND icon
Vanguard Total Bond Market
BND
+$436K
5
KMT icon
Kennametal
KMT
+$222K

Sector Composition

1 Financials 0.94%
2 Consumer Staples 0.57%
3 Energy 0.43%
4 Healthcare 0.4%
5 Materials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,783
1 2
3