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
CMCSA icon
201
Comcast
CMCSA
$100B
$8.67K 0.01%
+290
GILD icon
202
Gilead Sciences
GILD
$173B
$8.59K 0.01%
+70
VZ icon
203
Verizon
VZ
$208B
$8.35K 0.01%
+205
TPC
204
Tutor Perini Cor
TPC
$4.08B
$8.04K 0.01%
+120
SAN icon
205
Banco Santander
SAN
$165B
$7.96K 0.01%
+679
ING icon
206
ING
ING
$76.4B
$7.87K 0.01%
+281
BA icon
207
Boeing
BA
$164B
$7.82K 0.01%
+36
ASML icon
208
ASML
ASML
$508B
$7.49K 0.01%
+7
DAKT icon
209
Daktronics
DAKT
$950M
$7.14K 0.01%
+361
OKE icon
210
Oneok
OKE
$55.6B
$7.13K 0.01%
+97
IMPP icon
211
Imperial Petroleum
IMPP
$163M
$7.07K 0.01%
+1,954
AMRX icon
212
Amneal Pharmaceuticals
AMRX
$3.98B
$6.43K 0.01%
+510
AMAT icon
213
Applied Materials
AMAT
$277B
$6.42K 0.01%
+25
NAGE
214
Niagen Bioscience
NAGE
$351M
$6.36K 0.01%
+1,000
FCX icon
215
Freeport-McMoran
FCX
$88.2B
$6.15K 0.01%
+121
HCA icon
216
HCA Healthcare
HCA
$105B
$5.6K 0.01%
+12
LIN icon
217
Linde
LIN
$233B
$5.54K 0.01%
+13
LEN.B icon
218
Lennar Class B
LEN.B
$20.9B
$5.52K 0.01%
+58
VEA icon
219
Vanguard FTSE Developed Markets ETF
VEA
$204B
$5.43K 0.01%
+87
LMT icon
220
Lockheed Martin
LMT
$144B
$5.32K ﹤0.01%
+11
BAC icon
221
Bank of America
BAC
$353B
$5.17K ﹤0.01%
+94
SCHP icon
222
Schwab US TIPS ETF
SCHP
$15.7B
$4.61K ﹤0.01%
+174
TJX icon
223
TJX Companies
TJX
$179B
$4.61K ﹤0.01%
+30
SYF icon
224
Synchrony
SYF
$23.8B
$4.5K ﹤0.01%
+54
NXPI icon
225
NXP Semiconductors
NXPI
$49.2B
$4.34K ﹤0.01%
+20