MWP
Meriwether Wealth & Planning Portfolio holdings
AUM $153M
AUM
$153M
AUM Growth
+$12.8M (+9%)
Cap. Flow
+$25.7M
Cap. Flow % of AUM
16.77%
Top 10 Holdings %Top 10 Hldgs %
52.9%
Holding
129
New
12
Increased
69
Reduced
34
Closed
6
Top Buys
| 1 | $6.15M | |
| 2 | $5.46M | |
| 3 | $3.14M | |
| 4 | $2.23M | |
| 5 | $1.63M |
Top Sells
| 1 | $525K | |
| 2 | $317K | |
| 3 | $299K | |
| 4 | $276K | |
| 5 | $199K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -114,000 | Closed | – | |||
| $0 | 0% | 0 -2,999 | Closed | – | |||
| $0 | 0% | 0 -8,218 | Closed | – | |||
| $0 | 0% | 0 -21,640 | Closed | – |
