MWP

Meredith Wealth Planning Portfolio holdings

AUM $336M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.3M
3
+$1.12M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$810K
5
AVGV icon
Avantis All Equity Markets Value ETF
AVGV
+$778K

Top Sells

1
+$439K
2
+$414K
3
+$381K
4
AVGO icon
Broadcom
AVGO
+$297K
5
DOCU icon
DocuSign
DOCU
+$231K

Sector Composition

1 Technology 1.58%
2 Communication Services 1.03%
3 Consumer Discretionary 0.64%
4 Healthcare 0.25%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.51%
20,523
+406
27
$1.09M 0.48%
5,749
-131
28
$1.08M 0.47%
1,867
-6
29
$1.02M 0.45%
19,794
-14
30
$984K 0.43%
19,390
-7,506
31
$901K 0.4%
2,399
-64
32
$728K 0.32%
11,726
+6
33
$542K 0.24%
5,565
-41
34
$524K 0.23%
4,831
-1,077
35
$474K 0.21%
10,475
-1,143
36
$408K 0.18%
16,241
+107
37
$389K 0.17%
1,180
38
$361K 0.16%
1,155
-42
39
$316K 0.14%
1,496
40
$311K 0.14%
5,767
41
$309K 0.14%
6,490
+250
42
$300K 0.13%
363
43
$289K 0.13%
11,937
-37
44
$281K 0.12%
527
+15
45
$262K 0.12%
466
+1
46
$258K 0.11%
+493
47
$255K 0.11%
471
+1
48
$232K 0.1%
5,593
+14
49
$231K 0.1%
2,628
50
$220K 0.1%
+2,397
1
2
3