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
$554M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.28M
3
+$1.05M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$957K
5
MBB icon
iShares MBS ETF
MBB
+$827K

Top Sells

1
+$7.72M
2
+$4.65M
3
+$4.13M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.07M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$734K

Sector Composition

1 Technology 3.62%
2 Financials 1.63%
3 Consumer Discretionary 1.07%
4 Communication Services 0.77%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.1%
16,886
+728
52
$539K 0.1%
21,892
-240
53
$539K 0.1%
4,138
+84
54
$537K 0.1%
10,707
-1,110
55
$525K 0.09%
10,923
56
$522K 0.09%
1,851
+62
57
$502K 0.09%
2,858
+886
58
$473K 0.09%
2,989
+199
59
$468K 0.08%
1,838
+21
60
$464K 0.08%
3,500
+610
61
$457K 0.08%
14,252
62
$418K 0.08%
26,327
+7,753
63
$411K 0.07%
1,474
+24
64
$402K 0.07%
6,688
+1,132
65
$398K 0.07%
805
+55
66
$392K 0.07%
814
+36
67
$391K 0.07%
2,234
+153
68
$387K 0.07%
8,485
69
$386K 0.07%
6,648
70
$381K 0.07%
8,780
+276
71
$379K 0.07%
1,844
72
$370K 0.07%
3,253
+157
73
$366K 0.07%
2,995
+92
74
$355K 0.06%
2,253
+303
75
$354K 0.06%
2,684
+133
1 2
3
4 5