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
1201
-210
1202
-11
1203
-1,094
1204
-345
1205
-19
1206
-167
1207
-5
1208
-238
1209
-456
1210
-286
1211
-11
1212
-34
1213
-665
1214
-12
1215
-1,160
1216
-4,000
1217
-125
1218
-10
1219
-72
1220
-36
1221
-103
1222
-4
1223
-302
1224
-19
1225
-248