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
$124M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.62M
3
+$1.49M
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.02M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.02M

Top Sells

1
+$2.42M
2
+$1.09M
3
+$843K
4
BA icon
Boeing
BA
+$697K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$250K

Sector Composition

1 Technology 2.84%
2 Financials 1.38%
3 Industrials 1.37%
4 Communication Services 1.1%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$467K 0.38%
3,011
-64
27
$461K 0.37%
1,127
-12
28
$433K 0.35%
1,151
-10
29
$411K 0.33%
1,438
-36
30
$397K 0.32%
2,179
-22
31
$369K 0.3%
1,194
32
$366K 0.29%
547
-15
33
$362K 0.29%
1,580
+125
34
$345K 0.28%
1,724
35
$317K 0.26%
1,704
-88
36
$317K 0.26%
1,495
-353
37
$297K 0.24%
5,684
+200
38
$286K 0.23%
693
+37
39
$279K 0.22%
2,790
+123
40
$279K 0.22%
1,438
-90
41
$276K 0.22%
11,784
+577
42
$268K 0.22%
5,483
43
$267K 0.22%
2,640
-25
44
$266K 0.21%
11,180
+68
45
$259K 0.21%
+5,749
46
$258K 0.21%
904
-343
47
$257K 0.21%
6,205
48
$251K 0.2%
1,102
+94
49
$251K 0.2%
2,430
-173
50
$247K 0.2%
1,684
1
2
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