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
$153M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.46M
3
+$3.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.23M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.63M

Top Sells

1
+$10.3M
2
+$525K
3
+$496K
4
OACP icon
OneAscent Core Plus Bond ETF
OACP
+$317K
5
V icon
Visa
V
+$299K

Sector Composition

1 Financials 9.09%
2 Technology 5.87%
3 Healthcare 5.67%
4 Energy 5.05%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.24%
2,237
-27
77
$348K 0.23%
15,090
+3,546
78
$343K 0.22%
2,591
79
$335K 0.22%
3,068
+608
80
$334K 0.22%
5,841
+1,239
81
$327K 0.21%
2,873
+254
82
$323K 0.21%
1,245
+377
83
$319K 0.21%
554
+18
84
$317K 0.21%
3,211
+19
85
$310K 0.2%
1,820
-191
86
$301K 0.2%
1,231
87
$299K 0.2%
4,178
+338
88
$295K 0.19%
3,500
-1
89
$284K 0.19%
3,596
-6,653
90
$283K 0.18%
1,162
+6
91
$277K 0.18%
1,793
+17
92
$265K 0.17%
8,167
93
$262K 0.17%
683
-13
94
$260K 0.17%
1,141
-16
95
$259K 0.17%
+1,192
96
$257K 0.17%
958
+9
97
$257K 0.17%
490
-32
98
$250K 0.16%
1,449
+20
99
$248K 0.16%
8,100
100
$247K 0.16%
2,072
+197
2 3
4
5 6