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
126
– –
-2,999
127
– –
-114,000
128
– –
-2,241
129
– –
-693
2 3 4 5
6