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
$166M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.39M
3 +$1.01M
4
AAPL icon
Apple
AAPL
+$895K
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$855K

Sector Composition

1 Technology 16.79%
2 Communication Services 0.99%
3 Financials 0.86%
4 Consumer Discretionary 0.83%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,856