MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$1.53M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$943K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$909K

Top Sells

1
+$1.54M
2
+$413K
3
+$219K
4
TMO icon
Thermo Fisher Scientific
TMO
+$214K
5
MRK icon
Merck
MRK
+$213K

Sector Composition

1 Technology 3.16%
2 Materials 2.15%
3 Financials 1.33%
4 Consumer Discretionary 0.83%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.03%
+1,145
102
$229K 0.03%
+1,806
103
$228K 0.03%
650
104
$227K 0.03%
+1,310
105
$221K 0.03%
+312
106
$215K 0.03%
+1,275
107
$214K 0.03%
+1,727
108
$214K 0.03%
455
+17
109
$210K 0.03%
+317
110
$206K 0.03%
900
+11
111
$203K 0.03%
+2,414
112
– –
-789
113
– –
-1,306
114
– –
-2,374
115
– –
-4,143
116
– –
-430
1 2 3 4
5