MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.3M
3
+$19M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.03%
+355
127
$54K 0.03%
+501
128
$54K 0.03%
+462
129
$53K 0.03%
+416
130
$53K 0.03%
+579
131
$52K 0.03%
+350
132
$52K 0.03%
+978
133
$52K 0.03%
+1,073
134
$51K 0.03%
+1,089
135
$48K 0.03%
+516
136
$45K 0.03%
+3,872
137
$45K 0.03%
+1,792
138
$44K 0.03%
+562
139
$43K 0.03%
+1,536
140
$43K 0.03%
+1,707
141
$42K 0.03%
+4,545
142
$41K 0.03%
+859
143
$41K 0.03%
+300
144
$41K 0.03%
+187
145
$40K 0.02%
+704
146
$38K 0.02%
+1,881
147
$37K 0.02%
+658
148
$36K 0.02%
+2,256
149
$35K 0.02%
+375
150
$33K 0.02%
+384
4 5
6
7 8