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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
$153M
AUM Growth
-$75.2M
(-33%)
Holding
61
Top Buys
| 1 | +$15.5M | |
| 2 | +$1.59M | |
| 3 | +$975K | |
| 4 |
McDonald's
MCD
|
+$899K |
| 5 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$898K |
Top Sells
| 1 | +$23.6M | |
| 2 | +$21.9M | |
| 3 | +$21.1M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$18.1M |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$3.98M |
Sector Composition
| 1 | Healthcare | 3.17% |
| 2 | Financials | 2.88% |
| 3 | Technology | 1.61% |
| 4 | Industrials | 1.51% |
| 5 | Consumer Staples | 1.41% |