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
$487M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.69M
3
+$1.14M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.09M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.04M

Top Sells

1
+$2.39M
2
+$1.8M
3
+$465K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$323K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$281K

Sector Composition

1 Technology 2.31%
2 Financials 1.39%
3 Consumer Discretionary 1.06%
4 Healthcare 0.6%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.1%
2,504
+108
52
$454K 0.09%
2,741
+290
53
$442K 0.09%
3,650
+190
54
$423K 0.09%
13,374
+3,472
55
$419K 0.09%
45,379
-102
56
$416K 0.09%
1,843
+9
57
$388K 0.08%
14,262
-69
58
$387K 0.08%
10,564
+431
59
$386K 0.08%
871
60
$351K 0.07%
8,448
+79
61
$330K 0.07%
3,027
+258
62
$329K 0.07%
1,844
63
$324K 0.07%
1,366
+89
64
$322K 0.07%
2,706
+109
65
$321K 0.07%
2,778
+194
66
$307K 0.06%
1,952
+85
67
$307K 0.06%
5,527
68
$305K 0.06%
1,387
-64
69
$295K 0.06%
5,622
+324
70
$289K 0.06%
5,154
-407
71
$289K 0.06%
2,949
+73
72
$288K 0.06%
3,210
-43
73
$284K 0.06%
591
+45
74
$282K 0.06%
14,274
75
$277K 0.06%
1,313
-8
1 2
3
4