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
$643M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.7M
3
+$9.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.27M

Top Sells

1
+$4.52M
2
+$3.69M
3
+$3.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.77M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.44M

Sector Composition

1 Technology 2.93%
2 Financials 1.31%
3 Consumer Discretionary 0.89%
4 Communication Services 0.65%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.44%
44,813
-783
27
$2.53M 0.39%
6,251
-121
28
$2.39M 0.37%
42,239
-210
29
$2.21M 0.34%
+34,072
30
$1.91M 0.3%
3,614
+13
31
$1.82M 0.28%
143,976
-62,867
32
$1.8M 0.28%
63,876
-1,299
33
$1.6M 0.25%
24,686
+594
34
$1.55M 0.24%
8,322
-416
35
$1.51M 0.23%
2,638
-244
36
$1.45M 0.23%
30,864
+5,500
37
$1.43M 0.22%
11,418
-328
38
$1.41M 0.22%
6,842
+27
39
$1.36M 0.21%
5,744
-111
40
$1.34M 0.21%
8,094
-1,205
41
$1.28M 0.2%
17,099
-557
42
$993K 0.15%
5,027
+14
43
$945K 0.15%
1,829
-6
44
$848K 0.13%
7,237
-3,014
45
$810K 0.13%
3,840
-546
46
$757K 0.12%
4,162
47
$729K 0.11%
4,227
+317
48
$703K 0.11%
29,596
-212
49
$683K 0.11%
4,087
-278
50
$670K 0.1%
3,867
-45
1
2
3 4 5