MW

Merited Wealth Portfolio holdings

AUM $108M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.27M
3 +$4.98M
4
LEN icon
Lennar Class A
LEN
+$4.21M
5
CGGE
Capital Group Global Equity ETF
CGGE
+$4.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 3.83%
3 Healthcare 1.78%
4 Communication Services 1.25%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARKK icon
226
ARK Innovation ETF
ARKK
$5.94B
$4.15K ﹤0.01%
+54
COCO icon
227
Vita Coco
COCO
$2.75B
$4.13K ﹤0.01%
+78
SPTM icon
228
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$4.13K ﹤0.01%
+50
HMC icon
229
Honda
HMC
$31.3B
$4.1K ﹤0.01%
+139
BLND icon
230
Blend Labs
BLND
$514M
$4.09K ﹤0.01%
+1,345
UBER icon
231
Uber
UBER
$146B
$4.09K ﹤0.01%
+50
UNP icon
232
Union Pacific
UNP
$145B
$3.93K ﹤0.01%
+17
AON icon
233
Aon
AON
$69.2B
$3.88K ﹤0.01%
+11
CSX icon
234
CSX Corp
CSX
$76.7B
$3.77K ﹤0.01%
+104
SCHW icon
235
Charles Schwab
SCHW
$164B
$3.7K ﹤0.01%
+37
HWM icon
236
Howmet Aerospace
HWM
$93.3B
$3.48K ﹤0.01%
+17
GEHC icon
237
GE HealthCare
GEHC
$32.1B
$3.36K ﹤0.01%
+41
MCK icon
238
McKesson
MCK
$108B
$3.28K ﹤0.01%
+4
RIO icon
239
Rio Tinto
RIO
$154B
$3.12K ﹤0.01%
+39
CB icon
240
Chubb
CB
$128B
$3.12K ﹤0.01%
+10
AWI icon
241
Armstrong World Industries
AWI
$7.07B
$3.06K ﹤0.01%
+16
AER icon
242
AerCap
AER
$22.7B
$3.02K ﹤0.01%
+21
TTE icon
243
TotalEnergies
TTE
$197B
$3.01K ﹤0.01%
+46
HOOD icon
244
Robinhood
HOOD
$62B
$2.83K ﹤0.01%
+25
ADBE icon
245
Adobe
ADBE
$98.2B
$2.8K ﹤0.01%
+8
ANET icon
246
Arista Networks
ANET
$159B
$2.62K ﹤0.01%
+20
CBRE icon
247
CBRE Group
CBRE
$40.3B
$2.57K ﹤0.01%
+16
GSK icon
248
GSK
GSK
$113B
$2.55K ﹤0.01%
+52
KHC icon
249
Kraft Heinz
KHC
$27B
$2.52K ﹤0.01%
+104
PGR icon
250
Progressive
PGR
$114B
$2.5K ﹤0.01%
+11