MWM

Meritas Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$1.33M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$755K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$676K

Top Sells

1
+$8.61M
2
+$8.08M
3
+$2.71M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.34M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.32M

Sector Composition

1 Technology 18.65%
2 Financials 0.96%
3 Consumer Staples 0.91%
4 Industrials 0.81%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,288
52
– –
-5,658
1 2
3