MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$3.05M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$819K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$688K

Top Sells

1
+$1.17M
2
+$404K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$219K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Financials 1.56%
2 Technology 1.53%
3 Consumer Discretionary 0.95%
4 Communication Services 0.67%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-53
277
– –
-515
278
– –
-65
279
– –
-5
280
– –
-50
281
– –
-598
282
– –
-8
283
– –
-90
284
– –
-2,375
285
– –
-173
286
– –
-1,411
287
– –
-21
288
– –
-126
289
– –
-119
290
– –
-252
291
– –
-226
292
– –
-63
293
– –
-28
294
– –
-713
295
– –
-59
296
– –
-492
297
– –
-143
298
– –
-130
299
– –
-380
300
– –
-209
10 11
12
13 14