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
$428M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$3.05M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$819K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$688K

Top Sells

1
+$1.17M
2
+$404K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$219K
5
INTC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-51
1127
– –
-180
1128
– –
-2
1129
– –
-794
1130
– –
-36
1131
– –
-3
1132
– –
-80
1133
– –
-74
1134
– –
-151
1135
– –
-44
1136
– –
-19
1137
– –
-86
1138
– –
-243
1139
– –
-25
1140
– –
-41
1141
– –
-36
1142
– –
-60
1143
– –
-38
1144
– –
-73
1145
– –
-41
1146
– –
-80
1147
– –
-30
1148
– –
-9
1149
– –
-50
1150
– –
-13
44 45
46
47 48