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
$428M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$3.05M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$819K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$688K

Top Sells

1
+$1.17M
2
+$404K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$219K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Financials 1.56%
2 Technology 1.53%
3 Consumer Discretionary 0.95%
4 Communication Services 0.67%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.05%
9,172
+488
77
$114K 0.03%
782
+33
78
$11K ﹤0.01%
1,200
+500
79
– –
-3
80
– –
-145
81
– –
-5
82
– –
-53
83
– –
-482
84
– –
-335
85
– –
-56
86
– –
-128
87
– –
-348
88
– –
-1,432
89
– –
-25
90
– –
-314
91
– –
-18
92
– –
-44
93
– –
-14
94
– –
-12
95
– –
-37
96
– –
-1,565
97
– –
-2,000
98
– –
-73
99
– –
-882
100
– –
-74
2 3
4
5 6