MWP

Meriwether Wealth & Planning Portfolio holdings

AUM $173M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.3M
3
+$14M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$10.3M
5
DFAS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.42%
+6,603
52
$592K 0.42%
+1,604
53
$587K 0.42%
+12,172
54
$537K 0.38%
+1,029
55
$522K 0.37%
+2,940
56
$505K 0.36%
+2,568
57
$496K 0.35%
+8,218
58
$470K 0.33%
+5,461
59
$457K 0.33%
+867
60
$455K 0.32%
+1,074
61
$447K 0.32%
+2,264
62
$441K 0.31%
+5,493
63
$417K 0.3%
+1,601
64
$417K 0.3%
+9,833
65
$413K 0.29%
+4,738
66
$411K 0.29%
+4,509
67
$392K 0.28%
+3,641
68
$389K 0.28%
+16,693
69
$376K 0.27%
+1,295
70
$371K 0.26%
+480
71
$362K 0.26%
+16,178
72
$355K 0.25%
+3,192
73
$351K 0.25%
+868
74
$347K 0.25%
+2,284
75
$337K 0.24%
+2,011
1 2
3
4 5