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MWP
Moller Wealth Partners Portfolio holdings
AUM
$507M
1-Year Est. Return
18.02%
This Fund
S&P 500
1 Year Est. Return
+18.02%
AUM
$203M
AUM Growth
-$14.8M
(-6.8%)
Holding
47
Top Buys
| 1 | +$14.5M | |
| 2 | +$14.3M | |
| 3 | +$11.3M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.35M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$577K |
Top Sells
| 1 | +$17M | |
| 2 | +$16.5M | |
| 3 | +$13.5M | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$3.83M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.65M |
Sector Composition
| 1 | Financials | 0.65% |
| 2 | Industrials | 0.62% |
| 3 | Materials | 0.61% |
| 4 | Energy | 0.6% |
| 5 | Consumer Staples | 0.52% |