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
$168M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.45M
3
+$3.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.82M

Top Sells

1
+$3.23M
2
+$2.88M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$422K
5
XOM icon
Exxon Mobil
XOM
+$214K

Sector Composition

1 Financials 2.74%
2 Technology 2.07%
3 Consumer Discretionary 1.4%
4 Industrials 1.06%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.36%
3,343
+48
27
$610K 0.36%
3,867
+120
28
$608K 0.36%
18,248
+1,846
29
$606K 0.36%
7,676
+16
30
$469K 0.28%
5,494
-2,199
31
$465K 0.28%
36,076
-1,792
32
$447K 0.27%
11,777
-5,630
33
$417K 0.25%
1,618
+738
34
$392K 0.23%
1,600
35
$389K 0.23%
14,318
+2,520
36
$369K 0.22%
3,780
+860
37
$366K 0.22%
3,321
+122
38
$345K 0.21%
2,990
+2,392
39
$340K 0.2%
15,419
+298
40
$297K 0.18%
3,614
+54
41
$296K 0.18%
4,455
+4
42
$273K 0.16%
3,055
+100
43
$265K 0.16%
2,204
+23
44
$256K 0.15%
2,698
-281
45
$250K 0.15%
1,906
+117
46
$250K 0.15%
1,057
+163
47
$237K 0.14%
4,080
+820
48
$236K 0.14%
1,428
+38
49
$233K 0.14%
6,796
+46
50
$224K 0.13%
7,255
+179
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