MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$1.53M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$943K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$909K

Top Sells

1
+$1.54M
2
+$413K
3
+$219K
4
TMO icon
Thermo Fisher Scientific
TMO
+$214K
5
MRK icon
Merck
MRK
+$213K

Sector Composition

1 Technology 3.16%
2 Materials 2.15%
3 Financials 1.33%
4 Consumer Discretionary 0.83%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$397K 0.06%
3,779
-51
77
$386K 0.06%
390
-22
78
$378K 0.05%
1,803
+255
79
$377K 0.05%
1,111
80
$376K 0.05%
669
+19
81
$375K 0.05%
2,060
+62
82
$374K 0.05%
606
-29
83
$370K 0.05%
7,825
-90
84
$367K 0.05%
3,107
+20
85
$359K 0.05%
+1,584
86
$357K 0.05%
2,019
+114
87
$334K 0.05%
5,851
+1,265
88
$330K 0.05%
13,200
+38
89
$316K 0.05%
+597
90
$311K 0.05%
710
-22
91
$309K 0.04%
8,647
+919
92
$308K 0.04%
2,112
+50
93
$301K 0.04%
4,496
94
$285K 0.04%
924
+16
95
$281K 0.04%
+4,499
96
$266K 0.04%
5,033
+438
97
$259K 0.04%
4,325
+25
98
$246K 0.04%
3,475
+129
99
$243K 0.04%
1,302
+9
100
$237K 0.03%
3,419
+152
1 2 3
4
5