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
$659M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.11M
3
+$2.21M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$971K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$785K

Top Sells

1
+$2.33M
2
+$1M
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$231K
5
AMAT icon
Applied Materials
AMAT
+$230K

Sector Composition

1 Technology 3.24%
2 Materials 2.36%
3 Financials 1.11%
4 Consumer Discretionary 0.96%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.06%
8,450
+115
77
$371K 0.06%
+2,949
78
$363K 0.06%
3,009
-781
79
$360K 0.05%
615
+25
80
$358K 0.05%
1,111
81
$356K 0.05%
867
+276
82
$342K 0.05%
3,171
+55
83
$330K 0.05%
8,791
-20
84
$320K 0.05%
13,155
-755
85
$315K 0.05%
353
+4
86
$312K 0.05%
2,154
+103
87
$295K 0.04%
2,967
+410
88
$287K 0.04%
4,496
89
$286K 0.04%
977
+5
90
$279K 0.04%
834
+42
91
$266K 0.04%
4,265
+627
92
$259K 0.04%
1,342
+8
93
$258K 0.04%
2,231
+26
94
$256K 0.04%
1,446
+121
95
$254K 0.04%
5,454
+4
96
$251K 0.04%
+4,324
97
$236K 0.04%
+223
98
$231K 0.04%
+2,073
99
$230K 0.03%
442
-71
100
$227K 0.03%
680
-1
1 2 3
4
5