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
$191M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.72M
3
+$1.51M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$1.02M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$648K

Top Sells

1
+$456K
2
+$221K
3
+$132K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$106K
5
AMZN icon
Amazon
AMZN
+$86.4K

Sector Composition

1 Technology 1.98%
2 Communication Services 1.25%
3 Consumer Discretionary 0.87%
4 Industrials 0.21%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$871K 0.46%
16,604
+355
27
$869K 0.46%
4,496
-447
28
$652K 0.34%
5,281
-29
29
$554K 0.29%
1,107
-50
30
$542K 0.28%
5,572
+52
31
$521K 0.27%
11,914
-2,427
32
$502K 0.26%
+1,341
33
$493K 0.26%
42,890
34
$393K 0.21%
1,180
35
$336K 0.18%
371
+1
36
$313K 0.16%
5,856
+54
37
$297K 0.16%
7,280
+1,769
38
$293K 0.15%
1,151
-6
39
$277K 0.15%
11,669
+97
40
$235K 0.12%
+4,762
41
$230K 0.12%
+4,805
42
$227K 0.12%
+3,758
43
$223K 0.12%
5,459
-737
44
$219K 0.12%
401
-54
45
– –
-4,365
1
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