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
$421M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$2.81M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$941K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$838K

Top Sells

1
+$24.4M
2
+$11.7M
3
+$2.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$643K

Sector Composition

1 Financials 1.75%
2 Technology 1.52%
3 Consumer Discretionary 0.88%
4 Healthcare 0.62%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$369K 0.09%
2,216
+650
52
$357K 0.08%
947
-40
53
$343K 0.08%
3,048
+1,472
54
$334K 0.08%
3,112
+372
55
$311K 0.07%
1,844
-60
56
$311K 0.07%
2,840
+1,060
57
$304K 0.07%
1,542
-13
58
$302K 0.07%
6,580
+41
59
$299K 0.07%
7,622
+1,491
60
$291K 0.07%
9,006
+59
61
$285K 0.07%
3,785
-892
62
$285K 0.07%
1,632
+275
63
$277K 0.07%
5,375
-78
64
$258K 0.06%
+2,685
65
$254K 0.06%
+1,751
66
$251K 0.06%
3,273
-256
67
$250K 0.06%
17,339
+14
68
$250K 0.06%
5,612
+20
69
$237K 0.06%
1,503
+171
70
$234K 0.06%
1,125
+175
71
$231K 0.05%
2,970
-157
72
$225K 0.05%
10,724
-3,158
73
$218K 0.05%
6,375
74
$217K 0.05%
+1,538
75
$215K 0.05%
20,000
1 2
3
4