MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
+2.52%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$196M
AUM Growth
+$196M
(+5.2%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
77.84%
Holding
50
New
5
Increased
14
Reduced
17
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$12.6M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.83M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.68M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.4M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$1.18M |
Top Sells
| 1 |
Vanguard FTSE Pacific ETF
VPL
|
$10.4M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.23M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$291K |
| 4 |
Vanguard Total Bond Market
BND
|
$275K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$263K |
Sector Composition
| 1 | Financials | 2.24% |
| 2 | Healthcare | 2.06% |
| 3 | Industrials | 1.18% |
| 4 | Energy | 0.76% |
| 5 | Materials | 0.71% |
