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
$224M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$1.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.58M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.32M

Top Sells

1
+$166K
2
+$99.6K
3
+$55.2K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31K
5
MSFT icon
Microsoft
MSFT
+$16.9K

Sector Composition

1 Technology 2.18%
2 Communication Services 1.18%
3 Consumer Discretionary 0.93%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.55%
27,615
+274
27
$1.1M 0.49%
19,808
-26
28
$1.1M 0.49%
1,873
+15
29
$1.04M 0.47%
20,117
+211
30
$1.04M 0.46%
2,463
-40
31
$793K 0.35%
5,908
+698
32
$691K 0.31%
11,720
+7,948
33
$609K 0.27%
5,606
+16
34
$512K 0.23%
11,618
+172
35
$439K 0.2%
38,100
-4,790
36
$428K 0.19%
1,180
37
$404K 0.18%
+16,134
38
$362K 0.16%
+1,496
39
$347K 0.15%
1,197
+45
40
$301K 0.13%
5,767
+76
41
$298K 0.13%
6,240
+57
42
$297K 0.13%
1,279
+29
43
$292K 0.13%
470
+77
44
$287K 0.13%
11,974
+176
45
$280K 0.12%
363
46
$274K 0.12%
465
+62
47
$237K 0.11%
+2,628
48
$232K 0.1%
+512
49
$231K 0.1%
+2,565
50
$226K 0.1%
5,579
+85
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2
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