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
$224M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$166K
2 +$99.6K
3 +$55.2K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31K
5
MSFT icon
Microsoft
MSFT
+$16.9K

Sector Composition

1 Technology 2.18%
2 Communication Services 1.18%
3 Consumer Discretionary 0.93%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.09%
9,594