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
$566M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.8M
3
+$1.48M
4
MBB icon
iShares MBS ETF
MBB
+$1.24M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$874K

Top Sells

1
+$4.26M
2
+$2.1M
3
+$900K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$505K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$374K

Sector Composition

1 Technology 4.16%
2 Financials 1.66%
3 Consumer Discretionary 0.94%
4 Communication Services 0.92%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.04%
830
+41
102
$213K 0.04%
+369
103
$212K 0.04%
482
+24
104
$210K 0.04%
681
105
$207K 0.04%
1,329
+37
106
$207K 0.04%
913
-572
107
$205K 0.04%
1,366
-29
108
– –
-10,000
109
– –
-11,662
110
– –
-15,716
111
– –
-2,272
1 2 3 4
5