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
$322M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$7.44M
2 +$5.74M
3 +$384K
4
XOM icon
Exxon Mobil
XOM
+$97.6K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$88K

Sector Composition

1 Financials 0.6%
2 Consumer Staples 0.45%
3 Materials 0.3%
4 Healthcare 0.3%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.07%
6,816
52
$211K 0.07%
+5,559
53
$203K 0.06%
4,194