MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$1.53M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$943K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$909K

Top Sells

1
+$1.54M
2
+$413K
3
+$219K
4
TMO icon
Thermo Fisher Scientific
TMO
+$214K
5
MRK icon
Merck
MRK
+$213K

Sector Composition

1 Technology 3.16%
2 Materials 2.15%
3 Financials 1.33%
4 Consumer Discretionary 0.83%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.56%
7,817
+772
27
$3.05M 0.44%
47,885
+3,999
28
$2.42M 0.35%
35,954
-1,508
29
$2.25M 0.33%
6,143
+32
30
$2.17M 0.31%
2,938
+413
31
$1.95M 0.28%
3,425
+2
32
$1.92M 0.28%
8,772
+1,361
33
$1.8M 0.26%
139,726
+19,346
34
$1.8M 0.26%
67,962
+2,143
35
$1.78M 0.26%
25,821
-188
36
$1.57M 0.23%
5,417
+2,229
37
$1.43M 0.21%
8,097
+739
38
$1.42M 0.21%
10,483
-997
39
$1.4M 0.2%
18,995
+624
40
$1.34M 0.19%
6,468
-312
41
$1.18M 0.17%
25,502
+48
42
$1.15M 0.17%
4,858
-220
43
$1.07M 0.16%
3,878
+12
44
$944K 0.14%
1,790
+2
45
$929K 0.13%
5,006
+69
46
$811K 0.12%
4,573
+729
47
$778K 0.11%
2,552
48
$729K 0.11%
1
49
$706K 0.1%
8,809
+39
50
$677K 0.1%
29,132
-605
1
2
3 4 5