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
$242M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.82M
3
+$1.53M
4
MRSH
Marsh
MRSH
+$1.37M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.26M

Top Sells

1
+$12.5M
2
+$2.88M
3
+$2.61M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.66M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.52M

Sector Composition

1 Financials 1.77%
2 Healthcare 0.98%
3 Consumer Staples 0.52%
4 Industrials 0.34%
5 Materials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.08%
+8,785
52
$11K ﹤0.01%
+10,000
1 2
3