MWP
Moller Wealth Partners Portfolio holdings
AUM
$453M
This Quarter Return
-1.46%
1 Year Return
+9.37%
3 Year Return
+25.65%
5 Year Return
+49.68%
10 Year Return
+83.79%
AUM
$231M
AUM Growth
+$231M
(-12%)
Cap. Flow
-$27.6M
Cap. Flow
% of AUM
-11.98%
Top 10 Holdings %
Top 10 Hldgs %
79.66%
Holding
47
New
–
Increased
7
Reduced
26
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$16.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.1M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$4.15M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$3.65M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$3.25M |
Sector Composition
| 1 | Financials | 0.73% |
| 2 | Materials | 0.46% |
| 3 | Industrials | 0.45% |
| 4 | Energy | 0.43% |
| 5 | Healthcare | 0.42% |
