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
126
– –
-104
127
– –
-131
128
– –
-74
129
– –
-11
130
– –
-131
131
– –
-9
132
– –
-39
133
– –
-19
134
– –
-89
135
– –
-741
136
– –
-515
137
– –
-7
138
– –
-7
139
– –
-67
140
– –
-6
141
– –
-22
142
– –
-16
143
– –
-35
144
– –
-54
145
– –
-229
146
– –
-58
147
– –
-97
148
– –
-20
149
– –
-135
150
– –
-143
4 5
6
7 8