MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Est. Return
10.62%
1 Year Est. Return
+10.62%
AUM
$627M
AUM Growth
-$32.6M
(-4.9%)
Holding
110
Top Buys
| 1 | +$798K | |
| 2 | +$622K | |
| 3 | +$417K | |
| 4 |
Waste Management
WM
|
+$206K |
| 5 |
Linde
LIN
|
+$204K |
Top Sells
| 1 | +$3.9M | |
| 2 | +$2.2M | |
| 3 | +$1.41M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.34M |
| 5 |
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
Linde
LIN
$211B
| $204K | 0.03% |
+438
|
|
||
102
New Jersey Resources
NJR
$4.69B
| $203K | 0.03% |
4,143
-1,311
|
|
||
103
Cisco
CSCO
$277B
| $202K | 0.03% |
3,267
-342
|
|
||
104
Salesforce
CRM
$231B
| – | – |
-834
|
|
||
105
Walt Disney
DIS
$199B
| – | – |
-2,073
|
|
||
106
Morgan Stanley
MS
$252B
| – | – |
-2,949
|
|
||
107
ServiceNow
NOW
$188B
| – | – |
-223
|
|
||
108
Public Service Enterprise Group
PEG
$42.3B
| – | – |
-2,436
|
|
||
109
PepsiCo
PEP
$210B
| – | – |
-1,315
|
|
||
110
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-904
|
|