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
$627M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$622K
3
+$417K
4
WM icon
Waste Management
WM
+$206K
5
LIN icon
Linde
LIN
+$204K

Top Sells

1
+$3.9M
2
+$2.2M
3
+$1.41M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M

Sector Composition

1 Technology 2.64%
2 Materials 2.29%
3 Financials 1.26%
4 Consumer Discretionary 0.83%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.03%
+438
102
$203K 0.03%
4,143
-1,311
103
$202K 0.03%
3,267
-342
104
– –
-834
105
– –
-2,073
106
– –
-2,949
107
– –
-223
108
– –
-2,436
109
– –
-1,315
110
– –
-904
1 2 3 4
5