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
$124M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.62M
3
+$1.49M
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.02M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.02M

Top Sells

1
+$2.42M
2
+$1.09M
3
+$843K
4
BA icon
Boeing
BA
+$697K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$250K

Sector Composition

1 Technology 2.84%
2 Financials 1.38%
3 Industrials 1.37%
4 Communication Services 1.1%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.2%
2,500
+19
52
$227K 0.18%
+933
53
$224K 0.18%
1,504
-95
54
$223K 0.18%
756
-52
55
$222K 0.18%
1,086
56
$219K 0.18%
602
-34
57
$218K 0.18%
+5,174
58
$215K 0.17%
2,121
59
$207K 0.17%
+1,066
60
$126K 0.1%
10,781
+176
61
$101K 0.08%
+19,975
62
– –
-869
63
– –
-3,657
64
– –
-37,308
65
– –
-1,445
66
– –
-27,598
67
– –
-466
68
– –
-21,222
1 2
3