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
$524M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$705K
3
+$310K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$297K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$286K

Top Sells

1
+$3.3M
2
+$1.43M
3
+$823K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$674K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$491K

Sector Composition

1 Technology 3.23%
2 Financials 1.65%
3 Consumer Discretionary 0.98%
4 Communication Services 0.67%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.3K 0.01%
+10,758
102
– –
-879
103
– –
-10,446
104
– –
-14,274
105
– –
-4,824
106
– –
-5,527
1 2 3 4
5