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
$421M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$2.81M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$941K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$838K

Top Sells

1
+$24.4M
2
+$11.7M
3
+$2.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$643K

Sector Composition

1 Financials 1.75%
2 Technology 1.52%
3 Consumer Discretionary 0.88%
4 Healthcare 0.62%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.35%
62,055
+42
27
$1.19M 0.28%
4,627
+40
28
$1.15M 0.27%
13,760
-16
29
$1.04M 0.25%
43,368
+170
30
$1.03M 0.24%
6,709
+524
31
$965K 0.23%
5,480
+110
32
$878K 0.21%
8,083
+412
33
$861K 0.2%
10,053
+1,476
34
$821K 0.19%
2,368
-10
35
$782K 0.19%
45,364
+526
36
$737K 0.18%
6,760
+20
37
$689K 0.16%
10,883
38
$652K 0.15%
4,251
+688
39
$650K 0.15%
6,121
-99
40
$638K 0.15%
4,435
+856
41
$568K 0.13%
1,683
+75
42
$560K 0.13%
2,493
+81
43
$511K 0.12%
4,343
+310
44
$489K 0.12%
3,406
45
$481K 0.11%
9,178
+2,054
46
$465K 0.11%
2,885
+865
47
$414K 0.1%
10,146
-2,242
48
$396K 0.09%
1,604
+354
49
$393K 0.09%
14,307
+41
50
$376K 0.09%
2,116
+952
1
2
3 4