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
76
$336K 0.24%
+1,776
77
$335K 0.24%
+4,417
78
$325K 0.23%
+1,156
79
$319K 0.23%
+2,619
80
$318K 0.23%
+2,752
81
$317K 0.23%
+949
82
$314K 0.22%
+536
83
$312K 0.22%
+1,231
84
$309K 0.22%
+696
85
$295K 0.21%
+18,923
86
$280K 0.2%
+683
87
$279K 0.2%
+13,193
88
$271K 0.19%
+1,429
89
$270K 0.19%
+8,167
90
$268K 0.19%
+2,460
91
$266K 0.19%
+11,544
92
$265K 0.19%
+3,501
93
$265K 0.19%
+4,602
94
$264K 0.19%
+522
95
$259K 0.18%
+2,032
96
$257K 0.18%
+4,326
97
$256K 0.18%
+279
98
$251K 0.18%
+11,556
99
$247K 0.18%
+1,526
100
$239K 0.17%
+2,999
1 2 3
4
5