MWP

Meridian Wealth Partners Portfolio holdings

AUM $727M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.11M
3
+$2.21M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$971K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$785K

Top Sells

1
+$2.33M
2
+$1M
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$231K
5
AMAT icon
Applied Materials
AMAT
+$230K

Sector Composition

1 Technology 3.24%
2 Materials 2.36%
3 Financials 1.11%
4 Consumer Discretionary 0.96%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.03%
1,781
+70
102
$214K 0.03%
+3,609
103
$210K 0.03%
1,808
+2
104
$206K 0.03%
2,436
+15
105
$204K 0.03%
+3,915
106
$200K 0.03%
1,315
-526
107
– –
-1,140
108
– –
-710
109
– –
-1,139
110
– –
-472
111
– –
-2,397
112
– –
-1,385
113
– –
-7,808
114
– –
-1,334
115
– –
-431
1 2 3 4
5