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
$198M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$835K
3
+$595K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$458K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$442K
2
+$239K
3
+$194K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BND icon
Vanguard Total Bond Market
BND
+$128K

Sector Composition

1 Technology 2.9%
2 Financials 2.49%
3 Consumer Discretionary 1.83%
4 Healthcare 1.13%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.13%
1,523
+42
52
$249K 0.13%
2,903
+28
53
$248K 0.13%
3,576
+244
54
$247K 0.12%
2,646
-273
55
$220K 0.11%
4,015
+6
56
$202K 0.1%
3,864
-10
57
$193K 0.1%
1,165
-20
58
$193K 0.1%
2,003
-36
59
$189K 0.1%
+4,899
60
$184K 0.09%
6,578
61
$183K 0.09%
4,741
+2
62
$178K 0.09%
950
63
$172K 0.09%
1,335
64
$167K 0.08%
9,768
-6,704
65
$166K 0.08%
492
+17
66
$166K 0.08%
850
67
$162K 0.08%
17,325
68
$162K 0.08%
3,138
-411
69
$159K 0.08%
2,672
+149
70
$151K 0.08%
2,040
+160
71
$151K 0.08%
5,592
72
$150K 0.08%
765
73
$148K 0.07%
1,195
-146
74
$144K 0.07%
3,081
+36
75
$131K 0.07%
1,123
1 2
3
4 5