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
$191M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.72M
3
+$1.51M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$1.02M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$648K

Top Sells

1
+$456K
2
+$221K
3
+$132K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$106K
5
AMZN icon
Amazon
AMZN
+$86.4K

Sector Composition

1 Technology 1.98%
2 Communication Services 1.25%
3 Consumer Discretionary 0.87%
4 Industrials 0.21%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 21.22%
451,357
+6,183
2
$21.2M 11.13%
663,875
+85,047
3
$20.3M 10.62%
344,063
+55,706
4
$18.2M 9.55%
280,545
+6,001
5
$16.7M 8.77%
85,914
-2,340
6
$10.4M 5.45%
213,202
+2,844
7
$8.91M 4.67%
338,373
+38,942
8
$8.57M 4.49%
221,550
-90
9
$7.89M 4.13%
189,837
+14,565
10
$6.08M 3.18%
67,384
+2,975
11
$2.58M 1.35%
54,904
+13,787
12
$1.98M 1.04%
39,550
+5,670
13
$1.97M 1.03%
28,437
+2,199
14
$1.94M 1.01%
9,189
-1
15
$1.85M 0.97%
23,603
+206
16
$1.8M 0.95%
28,980
+1,771
17
$1.78M 0.93%
68,377
+9,045
18
$1.73M 0.91%
32,653
+28,596
19
$1.56M 0.82%
20,193
-959
20
$1.45M 0.76%
7,956
-722
21
$1.19M 0.62%
2,662
+133
22
$1.17M 0.61%
27,251
+138
23
$1.05M 0.55%
3,916
-74
24
$1.02M 0.54%
19,731
-21
25
$940K 0.49%
1,864
+479
1
2