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
BUD icon
276
AB InBev
BUD
$139B
$1.41K ﹤0.01%
+22
COP icon
277
ConocoPhillips
COP
$159B
$1.4K ﹤0.01%
+15
KKR icon
278
KKR & Co
KKR
$81.3B
$1.4K ﹤0.01%
+11
IBN icon
279
ICICI Bank
IBN
$91.7B
$1.37K ﹤0.01%
+46
ORLY icon
280
O'Reilly Automotive
ORLY
$76.5B
$1.37K ﹤0.01%
+15
INTU icon
281
Intuit
INTU
$117B
$1.32K ﹤0.01%
+2
VEU icon
282
Vanguard FTSE All-World ex-US ETF
VEU
$58.7B
$1.32K ﹤0.01%
+18
SHW icon
283
Sherwin-Williams
SHW
$78.7B
$1.3K ﹤0.01%
+4
ZTS icon
284
Zoetis
ZTS
$49.8B
$1.26K ﹤0.01%
+10
DKNG icon
285
DraftKings
DKNG
$11.5B
$1.21K ﹤0.01%
+35
CCI icon
286
Crown Castle
CCI
$37B
$1.16K ﹤0.01%
+13
CPRT icon
287
Copart
CPRT
$32.2B
$1.14K ﹤0.01%
+29
PANW icon
288
Palo Alto Networks
PANW
$132B
$1.1K ﹤0.01%
+6
WAB icon
289
Wabtec
WAB
$43.3B
$1.07K ﹤0.01%
+5
ITW icon
290
Illinois Tool Works
ITW
$74.4B
$985 ﹤0.01%
+4
SAP icon
291
SAP
SAP
$201B
$972 ﹤0.01%
+4
CCEP icon
292
Coca-Cola Europacific Partners
CCEP
$41.2B
$907 ﹤0.01%
+10
DXIV
293
Dimensional International Vector Equity ETF
DXIV
$143M
$651 ﹤0.01%
+10
DXUV
294
Dimensional US Vector Equity ETF
DXUV
$359M
$538 ﹤0.01%
+9
BRBR icon
295
BellRing Brands
BRBR
$1.95B
$267 ﹤0.01%
+10
OGN icon
296
Organon & Co
OGN
$1.66B
$172 ﹤0.01%
+24