MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$177M
1-Year Est. Return
16.21%
This Fund
S&P 500
1 Year Est. Return
+16.21%
AUM
$173M
AUM Growth
+$13M
(+8.2%)
Holding
132
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.14M | |
| 3 | +$883K | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$508K |
| 5 |
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
|
+$505K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$295K | |
| 3 | +$270K | |
| 4 |
IQVIA
IQV
|
+$262K |
| 5 |
Coca-Cola
KO
|
+$246K |
Sector Composition
| 1 | Financials | 8.89% |
| 2 | Technology | 6.89% |
| 3 | Energy | 5.15% |
| 4 | Healthcare | 4.36% |
| 5 | Consumer Discretionary | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FPI
126
Farmland Partners
FPI
$565M
| $110K | 0.06% |
10,130
|
|
||
127
Martin Midstream Partners
MMLP
$115M
| $31K | 0.02% |
10,139
+104
|
|
||
128
Adobe
ADBE
$112B
| – | – |
-630
|
|
||
|
129
IQVIA
IQV
$30.2B
| – | – |
-1,664
|
|
||
|
130
Coca-Cola
KO
$336B
| – | – |
-3,481
|
|
||
131
Pfizer
PFE
$151B
| – | – |
-8,615
|
|
||
132
United Parcel Service
UPS
$93.8B
| – | – |
-2,278
|
|