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
$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
1176
– –
-30
1177
– –
-87
1178
– –
-213
1179
– –
-21
1180
– –
-251
1181
– –
-13
1182
– –
-3
1183
– –
-21
1184
– –
-25
1185
– –
-10
1186
– –
-130
1187
– –
-44
1188
– –
-212
1189
– –
-49
1190
– –
-576
1191
– –
-2,078
1192
– –
-95
1193
– –
-256
1194
– –
-236
1195
– –
-1,148
1196
– –
-28
1197
– –
-58
1198
– –
-19
1199
– –
-4
1200
– –
-4
46 47
48
49 50