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

Top Buys

1
+$2.27M
2
+$2.09M
3
+$1.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$167K
2
+$100K
3
+$55.5K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.4K
5
MSFT icon
Microsoft
MSFT
+$17K

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
1 2
3