MWP

Meridian Wealth Partners Portfolio holdings

AUM $729M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.54M
3
+$1.91M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.57M

Top Sells

1
+$4.29M
2
+$1.13M
3
+$298K
4
UNH icon
UnitedHealth
UNH
+$258K
5
APP icon
Applovin
APP
+$249K

Sector Composition

1 Technology 2.84%
2 Materials 1.19%
3 Consumer Discretionary 0.96%
4 Financials 0.87%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
26
Vanguard FTSE All-World ex-US ETF
VEU
$64.7B
$2.22M 0.31%
29,606
-1,827
VOO icon
27
Vanguard S&P 500 ETF
VOO
$962B
$2.13M 0.29%
3,566
+728
VTEB icon
28
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.9B
$2.05M 0.28%
41,165
VTI icon
29
Vanguard Total Stock Market ETF
VTI
$647B
$1.89M 0.26%
5,898
+241
HD icon
30
Home Depot
HD
$309B
$1.79M 0.25%
5,430
-32
NVR icon
31
NVR
NVR
$16.7B
$1.73M 0.24%
+262
AMZN icon
32
Amazon
AMZN
$2.72T
$1.73M 0.24%
8,284
+811
VXUS icon
33
Vanguard Total International Stock ETF
VXUS
$147B
$1.56M 0.21%
20,191
+385
BND icon
34
Vanguard Total Bond Market
BND
$152B
$1.46M 0.2%
19,881
-184
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.48T
$1.44M 0.2%
5,012
-310
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$92B
$1.36M 0.19%
9,531
-30
MRBK icon
37
Meridian
MRBK
$225M
$1.27M 0.17%
66,839
AVGO icon
38
Broadcom
AVGO
$1.86T
$1.18M 0.16%
3,797
+150
TXN icon
39
Texas Instruments
TXN
$263B
$1.17M 0.16%
6,011
+40
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$94.6B
$1.1M 0.15%
35,966
+434
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.45T
$1.06M 0.15%
3,708
+112
GLD icon
42
SPDR Gold Trust
GLD
$144B
$1.05M 0.14%
2,442
META icon
43
Meta Platforms (Facebook)
META
$1.55T
$1.02M 0.14%
1,786
-32
IUSB icon
44
iShares Core Universal USD Bond ETF
IUSB
$37.2B
$973K 0.13%
21,057
-333
XOM icon
45
Exxon Mobil
XOM
$623B
$953K 0.13%
5,616
+106
VB icon
46
Vanguard Small-Cap ETF
VB
$77.7B
$837K 0.11%
3,197
-163
JPM icon
47
JPMorgan Chase
JPM
$831B
$832K 0.11%
2,828
-15
JNJ icon
48
Johnson & Johnson
JNJ
$563B
$809K 0.11%
3,311
+815
TSLA icon
49
Tesla
TSLA
$1.5T
$750K 0.1%
2,018
+31
CNTA
50
Centessa Pharmaceuticals
CNTA
$6.15B
$719K 0.1%
18,101
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