MWP

Meridian Wealth Partners Portfolio holdings

AUM $727M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$622K
3
+$417K
4
WM icon
Waste Management
WM
+$206K
5
LIN icon
Linde
LIN
+$204K

Top Sells

1
+$3.9M
2
+$2.2M
3
+$1.41M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M

Sector Composition

1 Technology 2.64%
2 Materials 2.29%
3 Financials 1.26%
4 Consumer Discretionary 0.83%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$355K 0.06%
635
+20
77
$341K 0.05%
1,111
78
$330K 0.05%
7,915
-535
79
$329K 0.05%
1,905
-382
80
$327K 0.05%
13,162
+7
81
$317K 0.05%
1,998
+217
82
$317K 0.05%
2,265
-142
83
$306K 0.05%
2,983
-26
84
$303K 0.05%
3,250
-280
85
$285K 0.05%
7,728
-1,063
86
$277K 0.04%
908
-69
87
$273K 0.04%
2,062
-169
88
$272K 0.04%
4,496
89
$271K 0.04%
732
-135
90
$264K 0.04%
1,548
+102
91
$255K 0.04%
4,300
-24
92
$241K 0.04%
4,595
+680
93
$240K 0.04%
3,346
-919
94
$233K 0.04%
4,586
-7,555
95
$227K 0.04%
1,293
-49
96
$219K 0.03%
1,306
-848
97
$214K 0.03%
430
-12
98
$213K 0.03%
2,374
-593
99
$207K 0.03%
650
-30
100
$206K 0.03%
+889
1 2 3
4
5