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
$480M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.91M
3
+$1.32M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$961K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$912K

Top Sells

1
+$1.36M
2
+$1.17M
3
+$1.04M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$899K
5
KEY icon
KeyCorp
KEY
+$419K

Sector Composition

1 Technology 2.98%
2 Financials 1.34%
3 Consumer Discretionary 0.96%
4 Communication Services 0.64%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.1%
2,226
+839
52
$460K 0.1%
10,903
+20
53
$441K 0.09%
14,562
+1,188
54
$434K 0.09%
20,960
-918
55
$418K 0.09%
2,681
-60
56
$388K 0.08%
8,743
+295
57
$386K 0.08%
14,252
-10
58
$383K 0.08%
+6,648
59
$380K 0.08%
2,245
-259
60
$379K 0.08%
1,825
-18
61
$371K 0.08%
+8,485
62
$363K 0.08%
+8,300
63
$355K 0.07%
2,106
+154
64
$352K 0.07%
824
-47
65
$351K 0.07%
10,589
+25
66
$346K 0.07%
687
+96
67
$320K 0.07%
1,393
+27
68
$320K 0.07%
5,527
69
$316K 0.07%
1,844
70
$309K 0.06%
575
+22
71
$307K 0.06%
+2,985
72
$304K 0.06%
769
+103
73
$304K 0.06%
5,706
+84
74
$291K 0.06%
2,826
+48
75
$286K 0.06%
3,243
+33
1 2
3
4 5