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
$428M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$3.05M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$819K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$688K

Top Sells

1
+$1.17M
2
+$404K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$219K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Financials 1.56%
2 Technology 1.53%
3 Consumer Discretionary 0.95%
4 Communication Services 0.67%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.07%
1,886
+440
52
$310K 0.07%
14,229
+1,394
53
$307K 0.07%
1,986
54
$306K 0.07%
3,721
+605
55
$303K 0.07%
1,564
+2
56
$303K 0.07%
2,705
+26
57
$300K 0.07%
7,675
+314
58
$299K 0.07%
1,246
+6
59
$299K 0.07%
2,019
-51
60
$299K 0.07%
4,559
+301
61
$295K 0.07%
4,408
+194
62
$291K 0.07%
2,320
63
$288K 0.07%
1,248
-162
64
$275K 0.06%
3,056
+529
65
$275K 0.06%
13,760
+1,360
66
$273K 0.06%
17,346
+21
67
$267K 0.06%
1,618
+34
68
$253K 0.06%
715
+30
69
$247K 0.06%
1,087
+338
70
$230K 0.05%
950
71
$226K 0.05%
8,676
+132
72
$225K 0.05%
1,282
+6
73
$221K 0.05%
5,592
74
$214K 0.05%
3,580
+11
75
$212K 0.05%
+4,496
1 2
3
4 5