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
$566M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.8M
3
+$1.48M
4
MBB icon
iShares MBS ETF
MBB
+$1.24M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$874K

Top Sells

1
+$4.26M
2
+$2.1M
3
+$900K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$505K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$374K

Sector Composition

1 Technology 4.16%
2 Financials 1.66%
3 Consumer Discretionary 0.94%
4 Communication Services 0.92%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.06%
8,859
+79
77
$337K 0.06%
620
+30
78
$331K 0.06%
1,111
79
$330K 0.06%
8,303
+595
80
$326K 0.06%
3,280
+285
81
$311K 0.06%
3,106
+68
82
$305K 0.05%
1,919
-432
83
$304K 0.05%
1,840
-394
84
$300K 0.05%
10,737
+1,664
85
$287K 0.05%
519
+32
86
$267K 0.05%
1,468
-229
87
$265K 0.05%
4,496
88
$260K 0.05%
468
+16
89
$254K 0.04%
813
+53
90
$251K 0.04%
+2,325
91
$250K 0.04%
3,538
+233
92
$244K 0.04%
3,832
+487
93
$242K 0.04%
1,507
+128
94
$240K 0.04%
356
+23
95
$233K 0.04%
5,457
+5
96
$232K 0.04%
974
+37
97
$225K 0.04%
2,246
+118
98
$224K 0.04%
4,709
+282
99
$223K 0.04%
1,413
-7
100
$220K 0.04%
+485
1 2 3
4
5