MWP
Meredith Wealth Planning Portfolio holdings
AUM
$275M
This Quarter Return
+11.35%
1 Year Return
+11.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.05%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Industrials | 1.69% |
| 3 | Financials | 1.5% |
| 4 | Healthcare | 1.24% |
| 5 | Communication Services | 0.93% |
