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
$475M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$13.5M
3
+$5.27M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.63M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.38M

Top Sells

1
+$27.8M
2
+$13.7M
3
+$8.94M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M

Sector Composition

1 Financials 1.91%
2 Technology 1.64%
3 Consumer Discretionary 0.9%
4 Communication Services 0.46%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.34%
62,013
-33
27
$1.61M 0.34%
5,385
+357
28
$1.42M 0.3%
4,587
+456
29
$1.39M 0.29%
13,776
-11
30
$1.14M 0.24%
5,370
+135
31
$1.14M 0.24%
6,185
-498
32
$1.09M 0.23%
43,198
+616
33
$1.08M 0.23%
3,063
-433
34
$1.01M 0.21%
6,220
+1,160
35
$1M 0.21%
+44,838
36
$987K 0.21%
2,378
-13
37
$937K 0.2%
6,740
+320
38
$908K 0.19%
7,671
+257
39
$866K 0.18%
2,412
+210
40
$763K 0.16%
10,883
41
$709K 0.15%
8,577
-3,284
42
$660K 0.14%
1,608
-35
43
$652K 0.14%
+4,033
44
$643K 0.14%
+7,714
45
$595K 0.13%
12,388
+1,718
46
$578K 0.12%
3,563
+1,653
47
$553K 0.12%
3,406
+1,350
48
$547K 0.12%
3,579
+246
49
$449K 0.09%
2,020
-693
50
$446K 0.09%
987
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