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
$186M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.6M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$929K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$781K

Top Sells

1
+$5.19M
2
+$4.75M
3
+$2.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$671K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$384K

Sector Composition

1 Financials 2.63%
2 Technology 2.53%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$595K 0.32%
3,331
-12
27
$592K 0.32%
2,087
+1,030
28
$554K 0.3%
14,282
-3,966
29
$527K 0.28%
1,600
30
$521K 0.28%
11,642
-135
31
$497K 0.27%
3,600
-180
32
$493K 0.27%
3,381
+391
33
$471K 0.25%
16,740
+2,422
34
$442K 0.24%
5,000
-494
35
$385K 0.21%
3,219
-102
36
$340K 0.18%
14,882
-537
37
$327K 0.18%
4,458
+3
38
$310K 0.17%
1,366
+63
39
$297K 0.16%
3,576
-38
40
$291K 0.16%
2,198
-6
41
$290K 0.16%
4,080
42
$283K 0.15%
917
-701
43
$272K 0.15%
2,919
-136
44
$269K 0.14%
16,472
-19,604
45
$264K 0.14%
6,790
-6
46
$256K 0.14%
1,821
-85
47
$252K 0.14%
1,371
-57
48
$242K 0.13%
1,446
49
$241K 0.13%
1,472
+407
50
$239K 0.13%
2,366
-332
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