MWP

Meredith Wealth Planning Portfolio holdings

AUM $316M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.65M
3
+$1.58M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.38M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$844K

Top Sells

1
+$291K
2
+$268K
3
+$160K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$39.9K
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$39.1K

Sector Composition

1 Technology 2.02%
2 Communication Services 1.17%
3 Consumer Discretionary 0.93%
4 Industrials 0.7%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.36%
5,483
-10
27
$428K 0.32%
1,569
-11
28
$424K 0.32%
1,080
+2
29
$419K 0.31%
1,396
+75
30
$389K 0.29%
1,477
+46
31
$353K 0.26%
8,191
-3,720
32
$301K 0.22%
6,910
+1,120
33
$279K 0.21%
11,845
34
$269K 0.2%
713
+66
35
$264K 0.2%
11,404
+122
36
$263K 0.2%
5,536
+1,040
37
$244K 0.18%
+616
38
$225K 0.17%
743
+49
39
$218K 0.16%
+406
40
$213K 0.16%
5,377
+153
41
$161K 0.12%
75,000
+48,000
42
$80.6K 0.06%
10,605
43
– –
-10,375
1
2