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
$428M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$89.2M
2
+$3.03M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$798K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$686K

Top Sells

1
+$1.15M
2
+$393K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$217K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Financials 1.56%
2 Technology 1.53%
3 Consumer Discretionary 0.95%
4 Communication Services 0.67%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-1
1427
– –
-63
1428
– –
-84
1429
– –
-40
1430
– –
-4
1431
– –
-6
1432
– –
-1
1433
– –
-252
1434
– –
-571
1435
– –
-195
1436
– –
-216
1437
– –
-147
1438
– –
-120
1439
– –
-236
1440
– –
-194
1441
– –
-5
1442
– –
-24
1443
– –
-181
1444
– –
-511
1445
– –
-76
1446
– –
-8
1447
– –
-7
1448
– –
-150
1449
– –
-14
1450
– –
-14
56 57
58
59 60