MWP

Meriwether Wealth & Planning Portfolio holdings

AUM $183M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.14M
3
+$883K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$508K
5
SEIM icon
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
+$505K

Top Sells

1
+$1.26M
2
+$295K
3
+$270K
4
IQV icon
IQVIA
IQV
+$262K
5
KO icon
Coca-Cola
KO
+$246K

Sector Composition

1 Financials 8.89%
2 Technology 6.89%
3 Energy 5.15%
4 Healthcare 4.36%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.37%
2,777
-112
52
$640K 0.37%
8,586
53
$636K 0.37%
1,969
-158
54
$628K 0.36%
13,994
-3,144
55
$595K 0.34%
25,404
+146
56
$563K 0.33%
5,464
+16
57
$556K 0.32%
1,250
-40
58
$551K 0.32%
6,057
-2,435
59
$538K 0.31%
1,204
+59
60
$524K 0.3%
11,910
-5,050
61
$517K 0.3%
1,850
-418
62
$511K 0.3%
23,154
+149
63
$494K 0.29%
4,425
+310
64
$493K 0.29%
1,079
65
$474K 0.27%
2,831
-36
66
$457K 0.26%
1,878
+80
67
$439K 0.25%
5,223
68
$428K 0.25%
752
-5
69
$420K 0.24%
4,152
-467
70
$420K 0.24%
2,350
-193
71
$416K 0.24%
566
+10
72
$405K 0.23%
8,018
-812
73
$399K 0.23%
3,225
-104
74
$387K 0.22%
1,186
75
$380K 0.22%
2,704
-417
1 2
3
4 5