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
$400M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$797K
3
+$667K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$608K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$361K

Top Sells

1
+$702K
2
+$682K
3
+$651K
4
VB icon
Vanguard Small-Cap ETF
VB
+$430K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Financials 0.59%
2 Consumer Staples 0.4%
3 Industrials 0.32%
4 Healthcare 0.22%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.08%
2,408
52
$315K 0.08%
8,649
-9
53
$312K 0.08%
2,661
54
$299K 0.07%
6,790
55
$284K 0.07%
538
56
$282K 0.07%
2,235
+535
57
$278K 0.07%
6,644
-26
58
$267K 0.07%
897
59
$240K 0.06%
+849
60
$232K 0.06%
+908
61
$229K 0.06%
3,900
62
$229K 0.06%
399
63
$224K 0.06%
3,730
64
$215K 0.05%
+1,778
65
$204K 0.05%
8,000
66
– –
-3,477
67
– –
-458
68
– –
-18,975
69
– –
-5,772
1 2
3