MWM
Meritas Wealth Management Portfolio holdings
AUM
$182M
This Quarter Return
+7.06%
1 Year Return
+10.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.77%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$28.9M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$27.9M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$9.01M |
| 4 |
Apple
AAPL
|
$8.15M |
| 5 |
Dimensional International Value ETF
DFIV
|
$7.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.43% |
| 2 | Consumer Staples | 0.75% |
| 3 | Financials | 0.72% |
| 4 | Industrials | 0.65% |
| 5 | Consumer Discretionary | 0.36% |
