MWP

Meridian Wealth Partners Portfolio holdings

AUM $727M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$622K
3
+$417K
4
WM icon
Waste Management
WM
+$206K
5
LIN icon
Linde
LIN
+$204K

Top Sells

1
+$3.9M
2
+$2.2M
3
+$1.41M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M

Sector Composition

1 Technology 2.64%
2 Materials 2.29%
3 Financials 1.26%
4 Consumer Discretionary 0.83%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.1%
3,657
-907
52
$622K 0.1%
+10,934
53
$601K 0.1%
3,844
-224
54
$586K 0.09%
2,262
+1
55
$553K 0.09%
1,770
-83
56
$528K 0.08%
14,256
+4
57
$516K 0.08%
625
-47
58
$504K 0.08%
2,926
-976
59
$499K 0.08%
27,581
60
$497K 0.08%
2,562
-339
61
$495K 0.08%
1,412
-95
62
$453K 0.07%
1,753
-187
63
$445K 0.07%
9,615
+126
64
$442K 0.07%
1,894
+22
65
$440K 0.07%
7,496
+68
66
$434K 0.07%
12,422
-1,799
67
$429K 0.07%
3,235
-175
68
$428K 0.07%
3,830
-79
69
$428K 0.07%
2,578
-341
70
$413K 0.07%
789
-86
71
$413K 0.07%
4,705
-777
72
$390K 0.06%
412
+4
73
$388K 0.06%
16,562
-2,930
74
$377K 0.06%
3,087
-84
75
$356K 0.06%
650
-128
1 2
3
4 5