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
$459M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.55M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.29M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$703K

Top Sells

1
+$8.68M
2
+$3.55M
3
+$2.13M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.71M

Sector Composition

1 Technology 2.38%
2 Financials 1.52%
3 Consumer Discretionary 0.94%
4 Healthcare 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.34%
14,071
+469
27
$1.52M 0.33%
62,148
+9
28
$1.37M 0.3%
27,114
-203
29
$1.23M 0.27%
6,600
+71
30
$1.17M 0.25%
12,880
-382
31
$1.09M 0.24%
5,770
+106
32
$1.03M 0.22%
43,780
+480
33
$929K 0.2%
2,471
-114
34
$842K 0.18%
8,117
+258
35
$781K 0.17%
7,558
-43
36
$721K 0.16%
4,526
+71
37
$703K 0.15%
+5,017
38
$684K 0.15%
4,601
+193
39
$661K 0.14%
3,118
+108
40
$594K 0.13%
1,724
+37
41
$571K 0.12%
10,885
-2
42
$569K 0.12%
45,481
-46
43
$547K 0.12%
2,636
+234
44
$523K 0.11%
4,195
+245
45
$517K 0.11%
3,356
-50
46
$506K 0.11%
11,213
+15
47
$484K 0.11%
1,730
+108
48
$452K 0.1%
3,468
+379
49
$451K 0.1%
21,534
+966
50
$451K 0.1%
14,331
1
2
3 4 5