MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$173M
1-Year Est. Return
14.26%
1 Year Est. Return
+14.26%
AUM
$160M
AUM Growth
+$6.3M
(+4.1%)
Holding
135
Top Buys
| 1 | +$3.98M | |
| 2 | +$1.41M | |
| 3 | +$755K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$754K |
| 5 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$581K |
Top Sells
| 1 | +$2.24M | |
| 2 | +$2.08M | |
| 3 | +$657K | |
| 4 |
VanEck IG Floating Rate ETF
FLTR
|
+$657K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$653K |
Sector Composition
| 1 | Financials | 8.87% |
| 2 | Technology | 7.35% |
| 3 | Healthcare | 4.67% |
| 4 | Consumer Discretionary | 4.66% |
| 5 | Energy | 4.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLI
126
Standard Lithium
SLI
$877M
| $74.1K | 0.05% |
37,821
|
|
||
127
Martin Midstream Partners
MMLP
$97.6M
| $29.6K | 0.02% |
+10,035
|
|
||
128
Verizon
VZ
$171B
| – | – |
-4,985
|
|
||
129
UnitedHealth
UNH
$323B
| – | – |
-490
|
|
||
130
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97.3M
| – | – |
-11,236
|
|
||
131
GSK
GSK
$88.3B
| – | – |
-5,384
|
|
||
132
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
| – | – |
-1,751
|
|
||
133
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$78.6M
| – | – |
-3,969
|
|
||
134
Check Point Software Technologies
CHKP
$20.5B
| – | – |
-1,141
|
|
||
135
American Tower
AMT
$89.6B
| – | – |
-1,192
|
|