MWP

Meredith Wealth Planning Portfolio holdings

AUM $336M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$1.19M
2
+$843K
3
+$792K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$628K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$608K

Top Sells

1
+$1.32M
2
+$624K
3
+$529K
4
MSFT icon
Microsoft
MSFT
+$507K
5
V icon
Visa
V
+$486K

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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54
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60
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61
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62
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63
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64
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65
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-8,350
1 2
3