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
$462M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$7.45M
3
+$5.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.82M
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$4.91M

Top Sells

1
+$11.5M
2
+$4.23M
3
+$3.89M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.09M
5
LMT icon
Lockheed Martin
LMT
+$1.14M

Sector Composition

1 Financials 1.5%
2 Technology 1.36%
3 Consumer Discretionary 0.92%
4 Communication Services 0.64%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.07%
2,420
+100
52
$320K 0.07%
1,578
+14
53
$310K 0.07%
1,886
54
$308K 0.07%
4,087
+22
55
$305K 0.07%
1,986
56
$302K 0.07%
7,017
-658
57
$301K 0.07%
2,726
+21
58
$298K 0.06%
3,636
-85
59
$298K 0.06%
1,978
-41
60
$281K 0.06%
4,447
-112
61
$279K 0.06%
3,116
+60
62
$276K 0.06%
1,253
+7
63
$275K 0.06%
13,250
-510
64
$270K 0.06%
13,269
-960
65
$268K 0.06%
1,656
+38
66
$265K 0.06%
17,339
-7
67
$256K 0.06%
715
68
$238K 0.05%
3,701
-707
69
$230K 0.05%
950
70
$227K 0.05%
5,474
-93,863
71
$225K 0.05%
1,329
+47
72
$219K 0.05%
8,752
+76
73
$212K 0.05%
4,496
74
$211K 0.05%
1,422
+335
75
$85K 0.02%
782
1 2
3
4