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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.58M
3
+$1.25M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$657K
5
AAPL icon
Apple
AAPL
+$537K

Top Sells

1
+$796K
2
+$308K
3
+$283K
4
BABA icon
Alibaba
BABA
+$211K
5
TSLA icon
Tesla
TSLA
+$72.9K

Sector Composition

1 Financials 1.69%
2 Technology 1.68%
3 Consumer Discretionary 0.97%
4 Communication Services 0.62%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.08%
1,535
-43
52
$379K 0.08%
4,476
+17
53
$367K 0.07%
7,283
+160
54
$364K 0.07%
2,520
+100
55
$363K 0.07%
2,087
+109
56
$353K 0.07%
2,056
+70
57
$338K 0.07%
11,510
-1,740
58
$323K 0.06%
1,888
+232
59
$321K 0.06%
2,739
+13
60
$315K 0.06%
1,844
-42
61
$311K 0.06%
+1,547
62
$301K 0.06%
+5,618
63
$295K 0.06%
4,648
+201
64
$294K 0.06%
740
+25
65
$286K 0.06%
3,537
-99
66
$282K 0.06%
7,090
+1,616
67
$269K 0.05%
1,735
+406
68
$264K 0.05%
3,012
-104
69
$263K 0.05%
1,308
+55
70
$259K 0.05%
13,968
+699
71
$258K 0.05%
+1,910
72
$251K 0.05%
950
73
$232K 0.05%
4,496
74
$230K 0.05%
+5,602
75
$223K 0.04%
8,716
-36
1 2
3
4