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
$198M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$835K
3
+$595K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$458K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$442K
2
+$239K
3
+$194K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BND icon
Vanguard Total Bond Market
BND
+$128K

Sector Composition

1 Technology 2.9%
2 Financials 2.49%
3 Consumer Discretionary 1.83%
4 Healthcare 1.13%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$706K 0.36%
2,295
+208
27
$698K 0.35%
4,538
+1,157
28
$658K 0.33%
4,180
+580
29
$609K 0.31%
21,724
+4,984
30
$603K 0.3%
11,069
+82
31
$577K 0.29%
1,600
32
$451K 0.23%
3,244
+25
33
$427K 0.22%
10,452
-3,830
34
$403K 0.2%
11,733
+91
35
$368K 0.19%
1,404
+38
36
$341K 0.17%
4,420
-38
37
$323K 0.16%
15,031
+149
38
$319K 0.16%
6,883
+93
39
$313K 0.16%
3,549
-1,451
40
$311K 0.16%
2,175
+255
41
$307K 0.15%
917
42
$303K 0.15%
4,140
+60
43
$301K 0.15%
1,373
+2
44
$299K 0.15%
2,154
-44
45
$287K 0.14%
1,629
+157
46
$276K 0.14%
3,327
-249
47
$276K 0.14%
1,851
+30
48
$270K 0.14%
917
+28
49
$256K 0.13%
1,446
50
$256K 0.13%
7,327
+132
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