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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.58M
3
+$1.25M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$657K
5
AAPL icon
Apple
AAPL
+$537K

Top Sells

1
+$796K
2
+$308K
3
+$283K
4
BABA icon
Alibaba
BABA
+$211K
5
TSLA icon
Tesla
TSLA
+$72.9K

Sector Composition

1 Financials 1.69%
2 Technology 1.68%
3 Consumer Discretionary 0.97%
4 Communication Services 0.62%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.34%
62,046
-183
27
$1.48M 0.3%
13,787
+11
28
$1.39M 0.28%
4,131
+432
29
$1.26M 0.25%
6,683
+104
30
$1.18M 0.24%
5,235
+164
31
$1.15M 0.23%
42,582
+1,810
32
$1.09M 0.22%
19,848
33
$1.05M 0.21%
3,496
+38
34
$1.04M 0.21%
2,391
-43
35
$1.04M 0.21%
7,414
+31
36
$930K 0.19%
6,420
+220
37
$912K 0.18%
2,713
-28
38
$844K 0.17%
5,060
+20
39
$811K 0.16%
10,883
40
$776K 0.16%
1,643
+7
41
$776K 0.16%
2,202
-207
42
$725K 0.15%
11,861
+315
43
$545K 0.11%
3,333
+455
44
$545K 0.11%
10,670
+287
45
$531K 0.11%
8,982
+1,965
46
$516K 0.1%
30,339
+13,000
47
$469K 0.09%
987
48
$446K 0.09%
2,811
+604
49
$415K 0.08%
1,605
+27
50
$404K 0.08%
1,506
+65
1
2
3 4