MWP

Meredith Wealth Planning Portfolio holdings

AUM $336M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.3M
3
+$1.12M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$810K
5
AVGV icon
Avantis All Equity Markets Value ETF
AVGV
+$778K

Top Sells

1
+$439K
2
+$414K
3
+$381K
4
AVGO icon
Broadcom
AVGO
+$297K
5
DOCU icon
DocuSign
DOCU
+$231K

Sector Composition

1 Technology 1.58%
2 Communication Services 1.03%
3 Consumer Discretionary 0.64%
4 Healthcare 0.25%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.09%
9,594
52
– –
-38,100
53
– –
-1,279
54
– –
-2,565
1 2
3