MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$177M
1-Year Est. Return
16.21%
1 Year Est. Return
+16.21%
AUM
$177M
AUM Growth
+$4.71M
(+2.7%)
Holding
135
Top Buys
| 1 | +$5.58M | |
| 2 | +$1.26M | |
| 3 | +$836K | |
| 4 |
Tyler Technologies
TYL
|
+$681K |
| 5 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$543K |
Top Sells
| 1 | +$5.43M | |
| 2 | +$685K | |
| 3 | +$470K | |
| 4 |
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$370K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$362K |
Sector Composition
| 1 | Financials | 8.28% |
| 2 | Technology | 6.86% |
| 3 | Energy | 4.91% |
| 4 | Healthcare | 4.41% |
| 5 | Consumer Discretionary | 4.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSJP
126
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| – | – |
-16,061
|
|
||
127
Cencora
COR
$68.8B
| – | – |
-653
|
|
||
128
Dimensional US Small Cap ETF
DFAS
$12.9B
| – | – |
-79,255
|
|
||
|
FPI
129
Farmland Partners
FPI
$461M
| – | – |
-10,130
|
|
||
130
Genuine Parts
GPC
$19B
| – | – |
-1,477
|
|
||
131
Kimberly-Clark
KMB
$33B
| – | – |
-1,720
|
|
||
132
Progressive
PGR
$119B
| – | – |
-1,080
|
|
||
133
Veeva Systems
VEEV
$36.5B
| – | – |
-767
|
|
||
|
134
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
| – | – |
-1,231
|
|
||
135
Vistra
VST
$56.4B
| – | – |
-1,258
|
|