MWP

Meredith Wealth Planning Portfolio holdings

AUM $316M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$890K
3
+$783K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$618K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$604K

Top Sells

1
+$1.36M
2
+$624K
3
+$551K
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$533K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 1.57%
2 Communication Services 0.85%
3 Consumer Discretionary 0.76%
4 Industrials 0.71%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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