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
$275M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.54M
3
+$2.27M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.99M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.88M

Top Sells

1
+$433K
2
+$428K
3
+$347K
4
UNH icon
UnitedHealth
UNH
+$258K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$220K

Sector Composition

1 Technology 1.53%
2 Communication Services 1.03%
3 Consumer Discretionary 0.59%
4 Industrials 0.31%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.47%
5,859
+110
27
$1.28M 0.47%
23,753
+3,959
28
$1.22M 0.44%
27,811
+123
29
$1.2M 0.44%
2,409
+10
30
$1.13M 0.41%
18,151
-2,372
31
$929K 0.34%
11,689
-4,371
32
$845K 0.31%
+23,580
33
$832K 0.3%
12,039
+313
34
$783K 0.28%
4,956
+125
35
$748K 0.27%
+25,478
36
$641K 0.23%
6,557
+3,929
37
$555K 0.2%
5,580
+15
38
$527K 0.19%
10,646
+171
39
$461K 0.17%
+10,768
40
$458K 0.17%
1,180
41
$436K 0.16%
+14,831
42
$420K 0.15%
1,505
+9
43
$413K 0.15%
16,409
+168
44
$369K 0.13%
7,775
+1,285
45
$366K 0.13%
+13,224
46
$350K 0.13%
5,837
+70
47
$338K 0.12%
1,156
+1
48
$313K 0.11%
471
49
$290K 0.11%
468
+2
50
$288K 0.1%
+1,477
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