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%