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
$524M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$705K
3
+$310K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$297K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$286K

Top Sells

1
+$3.3M
2
+$1.43M
3
+$823K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$674K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$491K

Sector Composition

1 Technology 3.23%
2 Financials 1.65%
3 Consumer Discretionary 0.98%
4 Communication Services 0.67%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.1%
1,789
+23
52
$523K 0.1%
22,132
+1,172
53
$520K 0.1%
2,234
+8
54
$518K 0.1%
3,536
-129
55
$518K 0.1%
16,158
+1,596
56
$490K 0.09%
1,972
-16
57
$476K 0.09%
14,252
58
$437K 0.08%
2,790
+109
59
$404K 0.08%
1,817
-8
60
$395K 0.08%
750
+63
61
$393K 0.08%
8,485
62
$388K 0.07%
6,648
63
$377K 0.07%
1,450
+57
64
$373K 0.07%
8,504
-239
65
$354K 0.07%
607
+32
66
$353K 0.07%
2,081
-164
67
$353K 0.07%
1,844
68
$348K 0.07%
1,336
+6
69
$341K 0.07%
3,096
+262
70
$332K 0.06%
778
+9
71
$322K 0.06%
2,890
+310
72
$321K 0.06%
3,306
+63
73
$306K 0.06%
18,574
-5
74
$297K 0.06%
+3,008
75
$292K 0.06%
5,556
-150
1 2
3
4 5