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
$659M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.11M
3
+$2.21M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$971K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$785K

Top Sells

1
+$2.33M
2
+$1M
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$231K
5
AMAT icon
Applied Materials
AMAT
+$230K

Sector Composition

1 Technology 3.24%
2 Materials 2.36%
3 Financials 1.11%
4 Consumer Discretionary 0.96%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.46%
22,794
-1,720
27
$2.51M 0.38%
43,702
-1,111
28
$2.43M 0.37%
6,241
-10
29
$2.4M 0.36%
36,901
+2,829
30
$1.99M 0.3%
9,067
+745
31
$1.97M 0.3%
143,834
-142
32
$1.95M 0.3%
3,618
+4
33
$1.65M 0.25%
60,549
-3,327
34
$1.6M 0.24%
8,441
+347
35
$1.57M 0.24%
2,678
+40
36
$1.52M 0.23%
25,730
+1,044
37
$1.46M 0.22%
11,378
-40
38
$1.4M 0.21%
30,924
+60
39
$1.36M 0.21%
5,662
-82
40
$1.31M 0.2%
18,149
+1,050
41
$1.29M 0.2%
6,886
+44
42
$927K 0.14%
5,219
+192
43
$913K 0.14%
2,261
+24
44
$913K 0.14%
1,833
+4
45
$894K 0.14%
3,854
-373
46
$811K 0.12%
3,382
-458
47
$781K 0.12%
7,262
+25
48
$775K 0.12%
4,068
-19
49
$765K 0.12%
4,564
+697
50
$741K 0.11%
3,902
-260
1
2
3 4 5