MWP

Meridian Wealth Partners Portfolio holdings

AUM $727M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$622K
3
+$417K
4
WM icon
Waste Management
WM
+$206K
5
LIN icon
Linde
LIN
+$204K

Top Sells

1
+$3.9M
2
+$2.2M
3
+$1.41M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M

Sector Composition

1 Technology 2.64%
2 Materials 2.29%
3 Financials 1.26%
4 Consumer Discretionary 0.83%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.42%
43,886
+6,985
27
$2.27M 0.36%
37,462
-6,240
28
$2.24M 0.36%
6,111
-130
29
$2.19M 0.35%
20,233
-2,561
30
$1.84M 0.29%
65,819
+5,270
31
$1.76M 0.28%
3,423
-195
32
$1.73M 0.28%
120,380
-23,454
33
$1.62M 0.26%
26,009
+279
34
$1.46M 0.23%
2,525
-153
35
$1.41M 0.23%
7,411
-1,656
36
$1.4M 0.22%
11,480
+102
37
$1.35M 0.22%
18,371
+222
38
$1.22M 0.19%
6,780
-106
39
$1.17M 0.19%
25,454
-5,470
40
$1.14M 0.18%
7,358
-1,083
41
$1.13M 0.18%
5,078
-584
42
$1.03M 0.17%
4,937
-282
43
$909K 0.15%
1,788
-45
44
$799K 0.13%
6,716
-546
45
$798K 0.13%
+1
46
$782K 0.12%
3,188
-194
47
$735K 0.12%
2,552
48
$689K 0.11%
29,737
+115
49
$647K 0.1%
3,866
+12
50
$630K 0.1%
8,770
-227
1
2
3 4 5