MWP
Meredith Wealth Planning Portfolio holdings
AUM
$275M
1-Year Est. Return
11.58%
1 Year Est. Return
+11.58%
AUM
$227M
AUM Growth
+$2.35M
(+1%)
Holding
54
Top Buys
| 1 | +$1.94M | |
| 2 | +$1.3M | |
| 3 | +$1.12M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$810K |
| 5 |
Avantis All Equity Markets Value ETF
AVGV
|
+$778K |
Top Sells
| 1 | +$439K | |
| 2 | +$414K | |
| 3 | +$381K | |
| 4 |
Broadcom
AVGO
|
+$297K |
| 5 |
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
HBT Financial
HBT
$743M
| $215K | 0.09% |
9,594
|
|
||
|
52
Broadcom
AVGO
$1.65T
| – | – |
-1,279
|
|
||
|
53
DocuSign
DOCU
$13.7B
| – | – |
-2,565
|
|
||
|
AGS
54
DELISTED
PlayAGS
AGS
| – | – |
-38,100
|
|