MWP

Meredith Wealth Planning Portfolio holdings

AUM $275M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$18.1M
3
+$13.6M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$9.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$7.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.8%
2 Industrials 1.69%
3 Financials 1.5%
4 Healthcare 1.24%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$413K 0.36%
+1,989
27
$408K 0.35%
+1,161
28
$398K 0.34%
+562
29
$398K 0.34%
+2,201
30
$369K 0.32%
+1,194
31
$360K 0.31%
+1,474
32
$349K 0.3%
+1,455
33
$343K 0.3%
+1,724
34
$337K 0.29%
+1,528
35
$333K 0.29%
+1,247
36
$311K 0.27%
+6,276
37
$296K 0.26%
+1,792
38
$293K 0.25%
+2,665
39
$281K 0.24%
+656
40
$261K 0.23%
+5,484
41
$260K 0.22%
+11,112
42
$256K 0.22%
+4,820
43
$256K 0.22%
+5,483
44
$255K 0.22%
+808
45
$250K 0.22%
+2,481
46
$250K 0.22%
+1,008
47
$247K 0.21%
+466
48
$246K 0.21%
+11,207
49
$242K 0.21%
+1,599
50
$242K 0.21%
+6,205
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