MOLLER WEALTH PARTNERS

Portfolio Overview

Moller Wealth Partners has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 378.8% from approximately $99.74 million in the previous quarter to $477.53 million as of the report date. This substantial capital infusion coincides with a major restructuring of the portfolio’s composition. The manager currently holds 69 positions, maintaining a diversified approach. However, the portfolio has shifted from a mixed stra...