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
$162M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$236K
2 +$153K
3 +$48.7K
4
COST icon
Costco
COST
+$39K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$38.5K

Sector Composition

1 Technology 16.7%
2 Financials 0.92%
3 Communication Services 0.88%
4 Consumer Staples 0.78%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,507