MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Return
10.62%
This Quarter Return
+9.06%
1 Year Return
+10.62%
3 Year Return
+41.03%
5 Year Return
+53.18%
10 Year Return
–
AUM
$242M
AUM Growth
+$43.8M
(+22%)
Cap. Flow
+$26.1M
Cap. Flow
% of AUM
10.79%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
245
New
32
Increased
92
Reduced
35
Closed
14
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$19M |
| 2 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$102K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$97.6K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$75.3K |
| 5 |
RAD
Rite Aid Corporation
RAD
|
$72K |
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Financials | 2.49% |
| 3 | Consumer Discretionary | 1.66% |
| 4 | Industrials | 1.02% |
| 5 | Healthcare | 0.97% |
