MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$160M
This Quarter Return
+0.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.93%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$16.1M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$14.3M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$14M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$10.3M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$5.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.18% |
| 2 | Technology | 6.92% |
| 3 | Consumer Discretionary | 5.41% |
| 4 | Healthcare | 5% |
| 5 | Energy | 4.93% |
