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
$168M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.45M
3
+$3.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.82M

Top Sells

1
+$3.23M
2
+$2.88M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$422K
5
XOM icon
Exxon Mobil
XOM
+$214K

Sector Composition

1 Financials 2.74%
2 Technology 2.07%
3 Consumer Discretionary 1.4%
4 Industrials 1.06%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.13%
1,303
-168
52
$214K 0.13%
1,446
+42
53
$201K 0.12%
3,336
+12
54
$199K 0.12%
17,325
55
$193K 0.11%
3,565
+44
56
$190K 0.11%
5,592
57
$189K 0.11%
2,868
+361
58
$188K 0.11%
5,385
-120
59
$184K 0.11%
6,578
-2,623
60
$182K 0.11%
4,705
+24
61
$180K 0.11%
4,002
+4
62
$180K 0.11%
4,288
-1,753
63
$173K 0.1%
1,918
+36
64
$168K 0.1%
1,124
65
$165K 0.1%
848
+152
66
$142K 0.08%
1,000
67
$140K 0.08%
1,065
-4
68
$138K 0.08%
1,428
-162
69
$138K 0.08%
1,335
70
$137K 0.08%
2,539
-161
71
$136K 0.08%
1,693
+775
72
$130K 0.08%
4,564
-791
73
$124K 0.07%
1,278
-12
74
$123K 0.07%
2,066
-240
75
$119K 0.07%
1,123
-47
1 2
3
4 5