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
$566M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.8M
3
+$1.48M
4
MBB icon
iShares MBS ETF
MBB
+$1.24M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$874K

Top Sells

1
+$4.26M
2
+$2.1M
3
+$900K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$505K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$374K

Sector Composition

1 Technology 4.16%
2 Financials 1.66%
3 Consumer Discretionary 0.94%
4 Communication Services 0.92%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$609K 0.11%
18,151
+1,265
52
$577K 0.1%
2,915
+57
53
$516K 0.09%
10,927
+4
54
$490K 0.09%
2,024
-169
55
$489K 0.09%
20,612
-1,280
56
$476K 0.08%
14,252
57
$472K 0.08%
1,852
+1
58
$468K 0.08%
4,168
+30
59
$468K 0.08%
27,557
+1,230
60
$441K 0.08%
866
+61
61
$441K 0.08%
6,509
-179
62
$436K 0.08%
8,822
-1,885
63
$432K 0.08%
2,953
-36
64
$418K 0.07%
1,593
+119
65
$416K 0.07%
1,936
+92
66
$416K 0.07%
1,887
+49
67
$387K 0.07%
2,740
+148
68
$386K 0.07%
6,648
69
$385K 0.07%
8,485
70
$383K 0.07%
2,450
+197
71
$383K 0.07%
867
+53
72
$367K 0.06%
432
+35
73
$360K 0.06%
2,905
+221
74
$349K 0.06%
3,355
+102
75
$348K 0.06%
+8,436
1 2
3
4 5