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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.3M
3
+$19M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88K 0.05%
+316
102
$87K 0.05%
+679
103
$84K 0.05%
+2,106
104
$84K 0.05%
+918
105
$81K 0.05%
+446
106
$80K 0.05%
+3,486
107
$79K 0.05%
+421
108
$77K 0.05%
+1,444
109
$76K 0.05%
+402
110
$74K 0.05%
+1,317
111
$73K 0.05%
+802
112
$71K 0.04%
+416
113
$71K 0.04%
+309
114
$69K 0.04%
+1,247
115
$68K 0.04%
+1,057
116
$65K 0.04%
+3,266
117
$63K 0.04%
+1,136
118
$61K 0.04%
+1,728
119
$61K 0.04%
+2,544
120
$61K 0.04%
+3,911
121
$56K 0.03%
+489
122
$55K 0.03%
+168
123
$55K 0.03%
+4,500
124
$55K 0.03%
+461
125
$55K 0.03%
+2,170
3 4
5
6 7