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
DDOG icon
251
Datadog
DDOG
$42.6B
$2.45K ﹤0.01%
+18
PYPL icon
252
PayPal
PYPL
$41.7B
$2.33K ﹤0.01%
+40
BP icon
253
BP
BP
$121B
$2.29K ﹤0.01%
+66
SONY icon
254
Sony
SONY
$125B
$2.15K ﹤0.01%
+84
EXE
255
Expand Energy Corp
EXE
$25B
$2.1K ﹤0.01%
+19
RELX icon
256
RELX
RELX
$60.1B
$2.06K ﹤0.01%
+51
CGXU icon
257
Capital Group International Focus Equity ETF
CGXU
$4.97B
$2.04K ﹤0.01%
+69
RIVN icon
258
Rivian
RIVN
$19.1B
$1.97K ﹤0.01%
+100
ALSN icon
259
Allison Transmission
ALSN
$9.73B
$1.96K ﹤0.01%
+20
RYAAY icon
260
Ryanair
RYAAY
$30.7B
$1.95K ﹤0.01%
+27
SU icon
261
Suncor Energy
SU
$78.2B
$1.86K ﹤0.01%
+42
DE icon
262
Deere & Co
DE
$156B
$1.86K ﹤0.01%
+4
MRSH
263
Marsh
MRSH
$84.5B
$1.85K ﹤0.01%
+10
USCB icon
264
USCB Financial Holdings
USCB
$348M
$1.84K ﹤0.01%
+100
DUK icon
265
Duke Energy
DUK
$103B
$1.76K ﹤0.01%
+15
NDAQ icon
266
Nasdaq
NDAQ
$49.3B
$1.75K ﹤0.01%
+18
CP icon
267
Canadian Pacific Kansas City
CP
$70.9B
$1.69K ﹤0.01%
+23
CI icon
268
Cigna
CI
$71.2B
$1.65K ﹤0.01%
+6
ABBV icon
269
AbbVie
ABBV
$369B
$1.6K ﹤0.01%
+7
MICC
270
The Magnum Ice Cream Company N.V.
MICC
$8.76B
$1.57K ﹤0.01%
+99
AJG icon
271
Arthur J. Gallagher & Co
AJG
$55.9B
$1.55K ﹤0.01%
+6
MAR icon
272
Marriott International
MAR
$87.9B
$1.55K ﹤0.01%
+5
NOW icon
273
ServiceNow
NOW
$107B
$1.53K ﹤0.01%
+10
CTAS icon
274
Cintas
CTAS
$69.7B
$1.5K ﹤0.01%
+8
LULU icon
275
lululemon athletica
LULU
$18B
$1.46K ﹤0.01%
+7