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
$186M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.6M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$929K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$781K

Top Sells

1
+$5.19M
2
+$4.75M
3
+$2.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$671K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$384K

Sector Composition

1 Financials 2.63%
2 Technology 2.53%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.12%
7,195
-60
52
$217K 0.12%
1,185
+61
53
$212K 0.11%
3,549
-16
54
$212K 0.11%
2,875
+7
55
$200K 0.11%
1,481
+161
56
$200K 0.11%
3,332
-4
57
$197K 0.11%
4,009
+7
58
$192K 0.1%
889
+41
59
$192K 0.1%
2,039
+121
60
$190K 0.1%
3,874
-414
61
$186K 0.1%
4,739
+34
62
$184K 0.1%
6,578
63
$183K 0.1%
5,592
64
$182K 0.1%
17,325
65
$165K 0.09%
4,155
-130,689
66
$163K 0.09%
950
-50
67
$156K 0.08%
1,335
68
$150K 0.08%
1,341
+63
69
$144K 0.08%
850
70
$143K 0.08%
3,059
+108
71
$141K 0.08%
475
+10
72
$139K 0.07%
1,920
-3,465
73
$139K 0.07%
2,523
-16
74
$138K 0.07%
765
75
$137K 0.07%
1,258
-170
1 2
3
4 5