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
$480M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.91M
3
+$1.32M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$961K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$912K

Top Sells

1
+$1.36M
2
+$1.17M
3
+$1.04M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$899K
5
KEY icon
KeyCorp
KEY
+$419K

Sector Composition

1 Technology 2.98%
2 Financials 1.34%
3 Consumer Discretionary 0.96%
4 Communication Services 0.64%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.34%
13,742
+266
27
$1.58M 0.33%
67,026
+4,851
28
$1.49M 0.31%
3,786
+1,374
29
$1.29M 0.27%
26,771
-223
30
$1.27M 0.27%
18,249
+2,089
31
$1.24M 0.26%
23,110
+17,956
32
$1.19M 0.25%
12,594
-266
33
$1.16M 0.24%
26,620
+10,960
34
$1.15M 0.24%
6,067
+229
35
$1.09M 0.23%
8,295
+644
36
$1.08M 0.22%
8,483
-52
37
$1.04M 0.22%
6,566
-11
38
$893K 0.19%
2,973
-44
39
$716K 0.15%
4,997
-20
40
$701K 0.15%
31,720
-162
41
$691K 0.14%
4,633
+150
42
$649K 0.14%
1,776
+14
43
$576K 0.12%
3,708
+352
44
$535K 0.11%
3,665
-730
45
$525K 0.11%
3,624
+24
46
$497K 0.1%
1,988
-1,089
47
$487K 0.1%
3,690
+40
48
$467K 0.1%
10,687
-478
49
$465K 0.1%
1,766
+10
50
$465K 0.1%
4,141
-72
1
2
3 4 5