MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
-0.92%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.99%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares North American Natural Resources ETF
IGE
|
$15.1M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$14.1M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$13.7M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$12.1M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$11.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.39% |
| 2 | Healthcare | 1.82% |
| 3 | Industrials | 0.98% |
| 4 | Energy | 0.82% |
| 5 | Consumer Staples | 0.67% |
