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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.3M
3
+$19M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$665K 0.41%
+7,660
27
$645K 0.4%
+7,693
28
$591K 0.37%
+3,747
29
$475K 0.3%
+1,469
30
$447K 0.28%
+15,121
31
$437K 0.27%
+1,600
32
$399K 0.25%
+3,199
33
$366K 0.23%
+1,124
34
$336K 0.21%
+6,041
35
$326K 0.2%
+2,979
36
$315K 0.2%
+11,798
37
$306K 0.19%
+4,451
38
$303K 0.19%
+6,750
39
$302K 0.19%
+17,325
40
$302K 0.19%
+1,471
41
$298K 0.19%
+2,181
42
$287K 0.18%
+3,560
43
$283K 0.18%
+880
44
$275K 0.17%
+1,390
45
$270K 0.17%
+2,920
46
$264K 0.16%
+894
47
$263K 0.16%
+7,076
48
$262K 0.16%
+1,882
49
$261K 0.16%
+1,789
50
$258K 0.16%
+2,955
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