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
$690M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$1.55M
3
+$1.18M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.15M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$913K

Top Sells

1
+$1.65M
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
XOM icon
51
Exxon Mobil
XOM
$503B
$673K 0.1%
6,238
-478
TSLA icon
52
Tesla
TSLA
$1.34T
$633K 0.09%
1,994
-268
CBU icon
53
Community Bank
CBU
$2.97B
$622K 0.09%
10,934
PG icon
54
Procter & Gamble
PG
$346B
$582K 0.08%
3,656
-1
AMD icon
55
Advanced Micro Devices
AMD
$404B
$546K 0.08%
3,850
+867
STBA icon
56
S&T Bancorp
STBA
$1.47B
$539K 0.08%
14,252
-4
V icon
57
Visa
V
$637B
$528K 0.08%
1,488
+76
MCD icon
58
McDonald's
MCD
$219B
$525K 0.08%
1,797
+27
LLY icon
59
Eli Lilly
LLY
$918B
$520K 0.08%
668
+43
VXF icon
60
Vanguard Extended Market ETF
VXF
$23.8B
$503K 0.07%
2,608
-318
CNTA
61
Centessa Pharmaceuticals
CNTA
$3.71B
$501K 0.07%
+38,101
ORCL icon
62
Oracle
ORCL
$635B
$500K 0.07%
2,285
+20
FULT icon
63
Fulton Financial
FULT
$3.21B
$496K 0.07%
27,520
-61
VO icon
64
Vanguard Mid-Cap ETF
VO
$86.8B
$492K 0.07%
1,758
+5
ESGE icon
65
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$487K 0.07%
12,441
+19
PLTR icon
66
Palantir
PLTR
$415B
$477K 0.07%
+3,497
WMT icon
67
Walmart
WMT
$817B
$470K 0.07%
4,804
+99
VIG icon
68
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$470K 0.07%
2,295
-267
ABT icon
69
Abbott
ABT
$225B
$456K 0.07%
3,356
+121
NFLX icon
70
Netflix
NFLX
$471B
$455K 0.07%
340
+15
VMBS icon
71
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$448K 0.07%
9,672
+57
VGSH icon
72
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$442K 0.06%
7,525
+29
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$434K 0.06%
17,160
+598
JNJ icon
74
Johnson & Johnson
JNJ
$472B
$405K 0.06%
2,650
+72
LOW icon
75
Lowe's Companies
LOW
$128B
$403K 0.06%
1,817
-77
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3
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