MWM
Meritas Wealth Management Portfolio holdings
AUM
$202M
1-Year Est. Return
10.62%
1 Year Est. Return
+10.62%
AUM
$182M
AUM Growth
+$11.4M
(+6.7%)
Holding
55
Top Buys
| 1 | +$965K | |
| 2 | +$617K | |
| 3 | +$517K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$368K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$326K |
Top Sells
| 1 | +$429K | |
| 2 | +$420K | |
| 3 | +$271K | |
| 4 |
Chevron
CVX
|
+$223K |
| 5 |
Constellation Brands
STZ
|
+$205K |
Sector Composition
| 1 | Technology | 13.58% |
| 2 | Financials | 1.23% |
| 3 | Communication Services | 0.92% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional Inflation-Protected Securities ETF
DFIP
$1.01B
| $200K | 0.11% |
+4,788
|
|
||
52
Joby Aviation
JOBY
$13.7B
| $109K | 0.06% |
10,314
|
|
||
|
53
Constellation Brands
STZ
$24.6B
| – | – |
-1,115
|
|
||
54
Johnson & Johnson
JNJ
$464B
| – | – |
-1,229
|
|
||
|
55
Chevron
CVX
$314B
| – | – |
-1,333
|
|