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
$554M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.28M
3
+$1.05M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$957K
5
MBB icon
iShares MBS ETF
MBB
+$827K

Top Sells

1
+$7.72M
2
+$4.65M
3
+$4.13M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.07M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$734K

Sector Composition

1 Technology 3.62%
2 Financials 1.63%
3 Consumer Discretionary 1.07%
4 Communication Services 0.77%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.06%
2,351
-20
77
$327K 0.06%
1,697
+361
78
$326K 0.06%
2,592
+115
79
$320K 0.06%
1,111
80
$309K 0.06%
1,485
81
$308K 0.06%
590
82
$294K 0.05%
3,038
-268
83
$292K 0.05%
7,708
+509
84
$291K 0.05%
397
+12
85
$283K 0.05%
487
+37
86
$281K 0.05%
1,420
+14
87
$256K 0.05%
4,496
88
$252K 0.05%
9,073
+190
89
$238K 0.04%
789
+27
90
$234K 0.04%
+937
91
$234K 0.04%
5,452
92
$228K 0.04%
452
+3
93
$225K 0.04%
1,379
94
$221K 0.04%
4,427
+282
95
$216K 0.04%
760
+9
96
$213K 0.04%
+458
97
$211K 0.04%
+3,305
98
$209K 0.04%
+1,292
99
$208K 0.04%
2,272
+2
100
$208K 0.04%
+2,128
1 2 3
4
5