MWP

Moller Wealth Partners Portfolio holdings

AUM $480M
1-Year Est. Return 8.74%
This Quarter Est. Return
1 Year Est. Return
+8.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$797K
3
+$667K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$608K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$361K

Top Sells

1
+$702K
2
+$682K
3
+$651K
4
VB icon
Vanguard Small-Cap ETF
VB
+$430K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Financials 0.59%
2 Consumer Staples 0.4%
3 Industrials 0.32%
4 Healthcare 0.22%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.4M 9.85%
955,652
+22,112
2
$31.5M 7.87%
1,057,262
-6,758
3
$28.7M 7.18%
582,685
+12,326
4
$26.9M 6.72%
113,401
-1,811
5
$24.3M 6.07%
92,309
-1,623
6
$23.4M 5.85%
40,552
-243
7
$19M 4.74%
793,446
-123
8
$18.8M 4.7%
193,015
-7,004
9
$17.4M 4.35%
371,073
-2,026
10
$15.9M 3.98%
311,338
+15,591
11
$14.5M 3.62%
335,401
+8,078
12
$14.2M 3.56%
380,746
+6,112
13
$12.8M 3.2%
242,718
+1,559
14
$11.7M 2.92%
244,198
-1,487
15
$10.8M 2.69%
333,262
+480
16
$9.03M 2.26%
40,871
-1,751
17
$8.05M 2.01%
102,661
+508
18
$8M 2%
112,449
+528
19
$7.54M 1.88%
95,943
-275
20
$7.46M 1.86%
68,664
21
$6.74M 1.68%
117,079
-3,359
22
$5.27M 1.32%
63,037
23
$4.18M 1.04%
53,114
-78
24
$4.15M 1.04%
66,624
25
$3.97M 0.99%
31,516
+167
1
2 3