MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$1.53M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$943K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$909K

Top Sells

1
+$1.54M
2
+$413K
3
+$219K
4
TMO icon
Thermo Fisher Scientific
TMO
+$214K
5
MRK icon
Merck
MRK
+$213K

Sector Composition

1 Technology 3.16%
2 Materials 2.15%
3 Financials 1.33%
4 Consumer Discretionary 0.83%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.1%
6,238
-478
52
$633K 0.09%
1,994
-268
53
$622K 0.09%
10,934
54
$582K 0.08%
3,656
-1
55
$546K 0.08%
3,850
+867
56
$539K 0.08%
14,252
-4
57
$528K 0.08%
1,488
+76
58
$525K 0.08%
1,797
+27
59
$520K 0.08%
668
+43
60
$503K 0.07%
2,608
-318
61
$501K 0.07%
+38,101
62
$500K 0.07%
2,285
+20
63
$496K 0.07%
27,520
-61
64
$492K 0.07%
1,758
+5
65
$487K 0.07%
12,441
+19
66
$477K 0.07%
+3,497
67
$470K 0.07%
4,804
+99
68
$470K 0.07%
2,295
-267
69
$456K 0.07%
3,356
+121
70
$455K 0.07%
3,400
+150
71
$448K 0.07%
9,672
+57
72
$442K 0.06%
7,525
+29
73
$434K 0.06%
17,160
+598
74
$405K 0.06%
2,650
+72
75
$403K 0.06%
1,817
-77
1 2
3
4 5