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

Top Buys

1
+$90.5M
2
+$3.05M
3
+$1.4M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$819K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$688K

Top Sells

1
+$1.17M
2
+$404K
3
+$231K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$219K
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
1476
– –
-183
1477
– –
-25
1478
– –
-45
1479
– –
-100
1480
– –
-350
1481
– –
-4
1482
– –
-3,944
1483
– –
-91
1484
– –
-68
1485
– –
-12
1486
– –
-90
1487
– –
-7
1488
– –
-123
1489
– –
-122
1490
– –
-129
1491
– –
-892
1492
– –
-29
1493
– –
-636
1494
– –
-14
1495
– –
-37
1496
– –
-14
56 57 58 59
60