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
$554M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.28M
3
+$1.05M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$957K
5
MBB icon
iShares MBS ETF
MBB
+$827K

Top Sells

1
+$7.72M
2
+$4.65M
3
+$4.13M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.07M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$734K

Sector Composition

1 Technology 3.62%
2 Financials 1.63%
3 Consumer Discretionary 1.07%
4 Communication Services 0.77%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.44%
6,320
+124
27
$2.13M 0.38%
214,567
+24,312
28
$1.83M 0.33%
10,125
+1,153
29
$1.81M 0.33%
3,759
-26
30
$1.78M 0.32%
66,396
+21
31
$1.45M 0.26%
24,095
+172
32
$1.42M 0.26%
6,197
-91
33
$1.41M 0.26%
9,374
+507
34
$1.39M 0.25%
12,019
-425
35
$1.31M 0.24%
2,700
-362
36
$1.28M 0.23%
17,684
-1,195
37
$1.2M 0.22%
10,309
+13
38
$1.17M 0.21%
6,709
+149
39
$1.08M 0.19%
23,595
40
$884K 0.16%
4,856
+141
41
$830K 0.15%
4,145
+276
42
$771K 0.14%
1,811
+19
43
$731K 0.13%
4,049
+9
44
$729K 0.13%
4,162
-691
45
$691K 0.12%
30,056
-346
46
$616K 0.11%
3,371
-326
47
$606K 0.11%
3,977
+153
48
$604K 0.11%
3,725
+189
49
$562K 0.1%
722
+115
50
$548K 0.1%
2,193
-41
1
2
3 4 5