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
26
$1.26M 0.29%
6,562
+9
27
$1.15M 0.27%
4,248
+108
28
$1.14M 0.27%
3,015
-93
29
$1.12M 0.26%
4,971
+223
30
$1.11M 0.26%
20,031
+46
31
$1.03M 0.24%
37,910
+12,270
32
$967K 0.23%
2,457
+58
33
$953K 0.22%
3,428
+24
34
$912K 0.21%
2,622
+1,110
35
$851K 0.2%
7,344
-17
36
$846K 0.2%
4,920
+460
37
$823K 0.19%
10,883
38
$745K 0.17%
6,100
+1,780
39
$737K 0.17%
11,677
-463
40
$670K 0.16%
1,633
41
$586K 0.14%
7,963
-15,948
42
$535K 0.12%
2,361
-138
43
$529K 0.12%
10,275
+40
44
$402K 0.09%
7,044
+88
45
$393K 0.09%
917
+22
46
$383K 0.09%
2,839
+22
47
$379K 0.09%
1,597
+93
48
$374K 0.09%
4,354
+80
49
$335K 0.08%
2,154
+34
50
$330K 0.08%
4,065
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2
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