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
$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
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
IBDS icon
51
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$283K 0.1%
11,653
-284
LLY icon
52
Eli Lilly
LLY
$720B
$281K 0.1%
360
-3
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.06T
$268K 0.1%
551
+24
HBT icon
54
HBT Financial
HBT
$743M
$242K 0.09%
9,594
AVIG icon
55
Avantis Core Fixed Income ETF
AVIG
$1.27B
$235K 0.09%
5,657
+64
RIOT icon
56
Riot Platforms
RIOT
$7.4B
$226K 0.08%
+20,042
AVGO icon
57
Broadcom
AVGO
$1.65T
$226K 0.08%
+819
VOE icon
58
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$208K 0.08%
+1,266
DE icon
59
Deere & Co
DE
$124B
$203K 0.07%
+400
ETN icon
60
Eaton
ETN
$145B
$200K 0.07%
+561
BIL icon
61
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
– –
-2,397
UNH icon
62
UnitedHealth
UNH
$323B
– –
-493
1 2
3