MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Est. Return
10.62%
1 Year Est. Return
+10.62%
AUM
$690M
AUM Growth
+$63.2M
(+10%)
Holding
116
Top Buys
| 1 | +$5.46M | |
| 2 | +$1.55M | |
| 3 | +$1.18M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.15M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$913K |
Top Sells
| 1 | +$1.65M | |
| 2 | +$413K | |
| 3 | +$219K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$214K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
ServiceNow
NOW
$188B
| $235K | 0.03% |
+229
|
|
||
102
Technology Select Sector SPDR Fund
XLK
$93.7B
| $229K | 0.03% |
+903
|
|
||
103
iShares Russell 3000 ETF
IWV
$17.1B
| $228K | 0.03% |
650
|
|
||
104
iShares US Technology ETF
IYW
$22.1B
| $227K | 0.03% |
+1,310
|
|
||
105
Goldman Sachs
GS
$232B
| $221K | 0.03% |
+312
|
|
||
106
TE Connectivity
TEL
$65.9B
| $215K | 0.03% |
+1,275
|
|
||
107
Walt Disney
DIS
$199B
| $214K | 0.03% |
+1,727
|
|
||
108
Linde
LIN
$211B
| $214K | 0.03% |
455
+17
|
|
||
109
Vanguard Information Technology ETF
VGT
$109B
| $210K | 0.03% |
+317
|
|
||
110
Waste Management
WM
$86.8B
| $206K | 0.03% |
900
+11
|
|
||
111
Public Service Enterprise Group
PEG
$42.3B
| $203K | 0.03% |
+2,414
|
|
||
112
Chevron
CVX
$308B
| – | – |
-1,306
|
|
||
|
113
Merck
MRK
$212B
| – | – |
-2,374
|
|
||
114
New Jersey Resources
NJR
$4.69B
| – | – |
-4,143
|
|
||
|
115
Thermo Fisher Scientific
TMO
$204B
| – | – |
-430
|
|
||
116
UnitedHealth
UNH
$323B
| – | – |
-789
|
|