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
$659M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.11M
3
+$2.21M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$971K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$785K

Top Sells

1
+$2.33M
2
+$1M
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$231K
5
AMAT icon
Applied Materials
AMAT
+$230K

Sector Composition

1 Technology 3.24%
2 Materials 2.36%
3 Financials 1.11%
4 Consumer Discretionary 0.96%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.1%
29,622
+26
52
$632K 0.1%
8,997
-33,242
53
$618K 0.09%
2,552
+501
54
$581K 0.09%
12,141
+3,905
55
$568K 0.09%
2,901
-437
56
$545K 0.08%
14,252
57
$537K 0.08%
1,853
-2
58
$532K 0.08%
27,581
59
$519K 0.08%
672
+6
60
$512K 0.08%
1,940
-63
61
$504K 0.08%
19,492
-162
62
$495K 0.08%
5,482
-564
63
$476K 0.07%
1,507
-38
64
$475K 0.07%
14,221
-834
65
$462K 0.07%
1,872
+1
66
$442K 0.07%
875
+6
67
$432K 0.07%
7,428
+780
68
$430K 0.07%
9,489
+1,004
69
$422K 0.06%
2,919
+237
70
$413K 0.06%
3,909
-1
71
$410K 0.06%
778
+9
72
$401K 0.06%
2,407
+13
73
$387K 0.06%
2,287
+622
74
$386K 0.06%
3,410
+91
75
$374K 0.06%
408
+2
1 2
3
4 5