MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$183M
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$183M
AUM Growth
+$5.25M
(+3%)
Holding
135
Top Buys
| 1 | +$7.7M | |
| 2 | +$1.53M | |
| 3 | +$812K | |
| 4 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$750K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$639K |
Top Sells
| 1 | +$3.36M | |
| 2 | +$2.49M | |
| 3 | +$1.01M | |
| 4 |
CarMax
KMX
|
+$861K |
| 5 |
Bank of America
BAC
|
+$779K |
Sector Composition
| 1 | Financials | 6.98% |
| 2 | Technology | 6.54% |
| 3 | Energy | 6.39% |
| 4 | Healthcare | 4.4% |
| 5 | Consumer Discretionary | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Martin Midstream Partners
MMLP
$110M
| $28.6K | 0.02% |
10,374
+91
|
|
||
127
Capital One
COF
$128B
| – | – |
-963
|
|
||
128
eBay
EBAY
$46.9B
| – | – |
-5,513
|
|
||
129
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.79B
| – | – |
-8,242
|
|
||
130
VanEck IG Floating Rate ETF
FLTR
$2.67B
| – | – |
-10,074
|
|
||
|
131
CarMax
KMX
$5.8B
| – | – |
-22,295
|
|
||
132
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.9B
| – | – |
-2,585
|
|
||
133
OneAscent Core Plus Bond ETF
OACP
$250M
| – | – |
-43,820
|
|
||
134
OneAscent Large Cap Core ETF
OALC
$215M
| – | – |
-17,386
|
|
||
135
Qualcomm
QCOM
$145B
| – | – |
-1,197
|
|