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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.3M
3
+$19M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.16%
+5,592
52
$239K 0.15%
+9,201
53
$236K 0.15%
+3,998
54
$234K 0.15%
+4,681
55
$220K 0.14%
+2,507
56
$219K 0.14%
+3,260
57
$217K 0.14%
+2,306
58
$211K 0.13%
+3,521
59
$204K 0.13%
+3,126
60
$201K 0.13%
+3,324
61
$201K 0.13%
+1,404
62
$190K 0.12%
+1,069
63
$186K 0.12%
+1,290
64
$182K 0.11%
+1,590
65
$182K 0.11%
+5,355
66
$179K 0.11%
+1,501
67
$178K 0.11%
+1,000
68
$166K 0.1%
+1,335
69
$166K 0.1%
+2,700
70
$159K 0.1%
+2,854
71
$154K 0.1%
+5,505
72
$153K 0.1%
+8,776
73
$151K 0.09%
+3,804
74
$150K 0.09%
+1,170
75
$148K 0.09%
+696
1 2
3
4 5