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
$432M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$842K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$576K

Top Sells

1
+$317K
2
+$214K
3
+$211K
4
PML
PIMCO Municipal Income Fund II
PML
+$191K
5
T icon
AT&T
T
+$179K

Sector Composition

1 Financials 1.89%
2 Technology 1.5%
3 Consumer Discretionary 0.88%
4 Healthcare 0.57%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.35%
13,602
+391
27
$1.35M 0.31%
27,317
+62
28
$1.28M 0.3%
5,355
+84
29
$1.12M 0.26%
13,262
30
$1.08M 0.25%
6,529
+49
31
$1.04M 0.24%
5,664
+217
32
$988K 0.23%
43,300
-242
33
$908K 0.21%
2,585
+135
34
$793K 0.18%
45,527
+169
35
$720K 0.17%
4,455
+185
36
$693K 0.16%
7,859
+590
37
$685K 0.16%
10,887
+4
38
$668K 0.15%
4,408
-107
39
$638K 0.15%
7,601
+1,378
40
$565K 0.13%
1,687
-13
41
$517K 0.12%
3,406
42
$516K 0.12%
10,075
+1,060
43
$515K 0.12%
10,333
-2,331
44
$490K 0.11%
14,331
+21
45
$470K 0.11%
11,198
+888
46
$445K 0.1%
3,950
-436
47
$435K 0.1%
2,461
+201
48
$428K 0.1%
1,622
+9
49
$417K 0.1%
+20,568
50
$414K 0.1%
3,089
-49
1
2
3 4