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
$287M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$3.38M
3 +$3.19M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.89M
5
BND icon
Vanguard Total Bond Market
BND
+$2.49M

Top Sells

1 +$1.53M
2 +$1.37M
3 +$1.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$845K
5
AAPL icon
Apple
AAPL
+$704K

Sector Composition

1 Financials 0.74%
2 Consumer Staples 0.46%
3 Healthcare 0.31%
4 Materials 0.28%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,785
52
-8,341
53
-6,653
54
-5,308