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
$462M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$7.45M
3
+$5.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.82M
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$4.91M

Top Sells

1
+$11.5M
2
+$4.23M
3
+$3.89M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.09M
5
LMT icon
Lockheed Martin
LMT
+$1.14M

Sector Composition

1 Financials 1.5%
2 Technology 1.36%
3 Consumer Discretionary 0.92%
4 Communication Services 0.64%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.33%
62,229
+7,293
27
$1.35M 0.29%
13,776
-33
28
$1.26M 0.27%
6,579
+17
29
$1.11M 0.24%
5,071
+100
30
$1.11M 0.24%
40,772
+2,862
31
$1.09M 0.24%
19,848
-183
32
$1.04M 0.23%
3,699
-549
33
$960K 0.21%
2,434
-23
34
$945K 0.2%
3,458
+30
35
$930K 0.2%
2,741
+119
36
$872K 0.19%
7,383
+39
37
$829K 0.18%
6,200
+100
38
$828K 0.18%
5,040
+120
39
$745K 0.16%
10,883
40
$695K 0.15%
1,636
+3
41
$679K 0.15%
11,546
-131
42
$623K 0.13%
2,409
+48
43
$524K 0.11%
10,383
+108
44
$424K 0.09%
987
+70
45
$402K 0.09%
2,878
+39
46
$398K 0.09%
7,123
+79
47
$381K 0.08%
4,459
+105
48
$374K 0.08%
1,578
-19
49
$361K 0.08%
2,207
+53
50
$348K 0.08%
1,441
+193
1
2
3 4