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
$295M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.51%
2 Consumer Staples 0.46%
3 Healthcare 0.32%
4 Materials 0.3%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,194
52
-5,559
53
-5,738
54
-25,500