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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$18.1M
3
+$13.6M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$9.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$7.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.8%
2 Industrials 1.69%
3 Financials 1.5%
4 Healthcare 1.24%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.2%
+2,667
52
$230K 0.2%
+1,086
53
$226K 0.19%
+1,684
54
$222K 0.19%
+1,848
55
$221K 0.19%
+636
56
$221K 0.19%
+2,121
57
$219K 0.19%
+2,603
58
$210K 0.18%
+1,445
59
$208K 0.18%
+869
60
$131K 0.11%
+10,605
1 2
3