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
$554M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.28M
3
+$1.05M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$957K
5
MBB icon
iShares MBS ETF
MBB
+$827K

Top Sells

1
+$7.72M
2
+$4.65M
3
+$4.13M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.07M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$734K

Sector Composition

1 Technology 3.62%
2 Financials 1.63%
3 Consumer Discretionary 1.07%
4 Communication Services 0.77%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.04%
+3,345
102
$204K 0.04%
+681
103
$203K 0.04%
+1,395
104
$202K 0.04%
+333
105
$141K 0.03%
11,662
-23
106
$49.3K 0.01%
15,716
+4,958
107
$33.7K 0.01%
+10,000
108
– –
-4,221
109
– –
-1,591
110
– –
-3,008
111
– –
-5,690
1 2 3 4
5