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MW

Merited Wealth Portfolio holdings

AUM $121M
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
GE icon
101
GE Aerospace
GE
$394B
$73.6K 0.07%
+239
SPGI icon
102
S&P Global
SPGI
$130B
$70K 0.06%
+134
KO icon
103
Coca-Cola
KO
$362B
$68K 0.06%
+973
IGSB icon
104
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$66.6K 0.06%
+1,260
ETN icon
105
Eaton
ETN
$155B
$63.4K 0.06%
+199
MBB icon
106
iShares MBS ETF
MBB
$39.4B
$63.1K 0.06%
+663
WCN
107
Waste Connections
WCN
$42.9B
$63.1K 0.06%
+360
AXP icon
108
American Express
AXP
$240B
$62.9K 0.06%
+170
CME icon
109
CME Group
CME
$85.5B
$60.9K 0.06%
+223
SHEL icon
110
Shell
SHEL
$216B
$59.5K 0.06%
+810
ET icon
111
Energy Transfer Partners
ET
$66.5B
$58.5K 0.05%
+3,550
IJK icon
112
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$57.7K 0.05%
+596
BRK.B icon
113
Berkshire Hathaway Class B
BRK.B
$1.1T
$55.3K 0.05%
+110
LQD icon
114
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.3B
$54.9K 0.05%
+498
VCIT icon
115
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$54.4K 0.05%
+650
IJJ icon
116
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.7B
$54.2K 0.05%
+412
SPTL icon
117
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$54.2K 0.05%
+2,047
PFE icon
118
Pfizer
PFE
$139B
$52.9K 0.05%
+2,125
MRK icon
119
Merck
MRK
$320B
$51.5K 0.05%
+489
XOM icon
120
ExxonMobil
XOM
$568B
$51.1K 0.05%
+425
ISRG icon
121
Intuitive Surgical
ISRG
$151B
$51K 0.05%
+90
NBIS
122
Nebius Group N.V.
NBIS
$54.7B
$50.4K 0.05%
+532
BLK icon
123
Blackrock
BLK
$154B
$50.3K 0.05%
+47
BSX icon
124
Boston Scientific
BSX
$67.1B
$49.9K 0.05%
+523
CARR icon
125
Carrier Global
CARR
$58.2B
$48.3K 0.04%
+915