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
$404M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.03M
3
+$1.87M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.82M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.72M

Top Sells

1
+$704K
2
+$486K
3
+$480K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$288K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$252K

Sector Composition

1 Financials 0.64%
2 Consumer Staples 0.4%
3 Industrials 0.34%
4 Healthcare 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.07%
2,505
-156
52
$290K 0.07%
9,086
53
$281K 0.07%
6,683
-107
54
$280K 0.07%
7,289
+662
55
$277K 0.07%
908
56
$276K 0.07%
538
57
$276K 0.07%
4,466
+10
58
$273K 0.07%
+5,350
59
$263K 0.07%
2,156
-18
60
$259K 0.06%
2,096
-312
61
$259K 0.06%
941
+88
62
$246K 0.06%
+8,707
63
$245K 0.06%
3,900
64
$240K 0.06%
2,700
65
$221K 0.05%
3,730
66
$211K 0.05%
+1,778
67
– –
-361
68
– –
-5,280
69
– –
-1,000
70
– –
-3,687
1 2
3