MWP

Meridian Wealth Partners Portfolio holdings

AUM $729M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.54M
3
+$1.91M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.57M

Top Sells

1
+$4.29M
2
+$1.13M
3
+$298K
4
UNH icon
UnitedHealth
UNH
+$258K
5
APP icon
Applovin
APP
+$249K

Sector Composition

1 Technology 2.84%
2 Materials 1.19%
3 Consumer Discretionary 0.96%
4 Financials 0.87%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.1%
1
CBU icon
52
Community Bank
CBU
$3.35B
$639K 0.09%
10,890
SPGI icon
53
S&P Global
SPGI
$125B
$619K 0.08%
1,454
-318
AMD icon
54
Advanced Micro Devices
AMD
$802B
$614K 0.08%
3,017
+140
ABBV icon
55
AbbVie
ABBV
$402B
$608K 0.08%
2,794
+217
WMT icon
56
Walmart Inc
WMT
$954B
$581K 0.08%
4,675
+198
VTV icon
57
Vanguard Value ETF
VTV
$180B
$581K 0.08%
2,959
-226
FULT icon
58
Fulton Financial
FULT
$4.22B
$560K 0.08%
27,520
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$109B
$559K 0.08%
2,598
+2
MCD icon
60
McDonald's
MCD
$197B
$553K 0.08%
1,780
-4
VGT icon
61
Vanguard Information Technology ETF
VGT
$144B
$548K 0.08%
6,288
+1,392
VO icon
62
Vanguard Mid-Cap ETF
VO
$103B
$537K 0.07%
7,484
VXF icon
63
Vanguard Extended Market ETF
VXF
$29.7B
$537K 0.07%
2,608
QQQ icon
64
Invesco QQQ Trust
QQQ
$482B
$531K 0.07%
920
+422
LLY icon
65
Eli Lilly
LLY
$1.03T
$529K 0.07%
576
+16
LMT icon
66
Lockheed Martin
LMT
$121B
$504K 0.07%
+833
VGSH icon
67
Vanguard Short-Term Treasury ETF
VGSH
$29B
$488K 0.07%
8,344
VMBS icon
68
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$486K 0.07%
10,354
CL icon
69
Colgate-Palmolive
CL
$69.9B
$478K 0.07%
+5,610
ESGE icon
70
iShares ESG Aware MSCI EM ETF
ESGE
$6.91B
$450K 0.06%
9,891
-407
LOW icon
71
Lowe's Companies
LOW
$118B
$441K 0.06%
1,868
+118
RTX icon
72
RTX Corp
RTX
$245B
$430K 0.06%
2,229
+282
V icon
73
Visa
V
$612B
$409K 0.06%
1,354
-8
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$776B
$407K 0.06%
626
+20
IWB icon
75
iShares Russell 1000 ETF
IWB
$48.5B
$396K 0.05%
1,111
1 2
3
4 5