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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$676K
2 +$434K
3 +$424K
4
MRK icon
Merck
MRK
+$351K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$315K

Sector Composition

1 Technology 15.88%
2 Communication Services 0.98%
3 Financials 0.94%
4 Industrials 0.79%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,851
52
-1,647
53
-3,222