MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Return
10.62%
This Quarter Return
+4.05%
1 Year Return
+10.62%
3 Year Return
+41.03%
5 Year Return
+53.18%
10 Year Return
–
AUM
$428M
AUM Growth
+$95.7M
(+29%)
Cap. Flow
+$80.7M
Cap. Flow
% of AUM
18.84%
Top 10 Holdings %
Top 10 Hldgs %
80.79%
Holding
1,496
New
2
Increased
55
Reduced
14
Closed
1,411
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$90.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.05M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.4M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$819K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$688K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.17M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$404K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$231K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$219K |
| 5 |
Intel
INTC
|
+$196K |
Sector Composition
| 1 | Financials | 1.56% |
| 2 | Technology | 1.53% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Communication Services | 0.67% |
| 5 | Industrials | 0.43% |
