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MWP
Meridian Wealth Partners Portfolio holdings
AUM
$729M
1-Year Est. Return
15.61%
This Fund
S&P 500
This Quarter
Est. Return
+4.99%
1 Year Est. Return
+15.61%
3 Year Est. Return
+42.17%
5 Year Est. Return
+38.12%
10 Year Est. Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
97.52%
Top 10 Holdings %
Top 10 Hldgs %
74.91%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$25.2M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$19M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$18.5M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$11M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$10.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.28% |
| 2 | Technology | 2.3% |
| 3 | Consumer Discretionary | 1.58% |
| 4 | Industrials | 1.5% |
| 5 | Communication Services | 1.19% |
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F
Meridian Wealth Partners's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Meridian Wealth Partners, which disclosed 211 positions worth $160M. Its ten largest holdings account for 75% of the portfolio.
Its largest position is Schwab Short-Term US Treasury ETF: 996,054 shares worth $25.1M.
By sector, the portfolio is most concentrated in Financials at 4.3% of assets, followed by Technology and Consumer Discretionary.
- Meridian Wealth Partners's largest Q4 2019 buy was Schwab Short-Term US Treasury ETF: 996,054 shares worth $25.1M.
- Meridian Wealth Partners's ten largest holdings make up 75% of its $160M portfolio in Q4 2019.
- Meridian Wealth Partners disclosed 211 positions in Q4 2019, its first 13F filing on record.
Based on Meridian Wealth Partners's 13F filing for Q4 2019, filed 14 Feb 2020.