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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.3M
3
+$19M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142K 0.09%
+2,965
77
$141K 0.09%
+7,584
78
$137K 0.09%
+2,780
79
$136K 0.08%
+452
80
$128K 0.08%
+340
81
$124K 0.08%
+1,032
82
$120K 0.07%
+2,615
83
$113K 0.07%
+1,875
84
$109K 0.07%
+1,295
85
$108K 0.07%
+2,386
86
$103K 0.06%
+1,540
87
$103K 0.06%
+535
88
$100K 0.06%
+3,840
89
$99K 0.06%
+598
90
$97K 0.06%
+850
91
$96K 0.06%
+1,816
92
$95K 0.06%
+650
93
$95K 0.06%
+389
94
$93K 0.06%
+628
95
$93K 0.06%
+1,300
96
$92K 0.06%
+380
97
$92K 0.06%
+2,225
98
$92K 0.06%
+283
99
$91K 0.06%
+891
100
$89K 0.06%
+819
2 3
4
5 6