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
$327M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$539K
3 +$510K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$477K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K

Sector Composition

1 Financials 0.49%
2 Consumer Staples 0.45%
3 Healthcare 0.27%
4 Materials 0.25%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,044