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
$475M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$13.5M
3
+$5.27M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.63M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.38M

Top Sells

1
+$27.8M
2
+$13.7M
3
+$8.94M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M

Sector Composition

1 Financials 1.91%
2 Technology 1.64%
3 Consumer Discretionary 0.9%
4 Communication Services 0.46%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.09%
+14,266
52
$372K 0.08%
4,677
+201
53
$370K 0.08%
7,124
-1,858
54
$370K 0.08%
1,555
+20
55
$344K 0.07%
1,904
+60
56
$334K 0.07%
6,539
+921
57
$329K 0.07%
8,947
+1,857
58
$326K 0.07%
5,453
+805
59
$309K 0.07%
1,250
-256
60
$305K 0.06%
+2,740
61
$288K 0.06%
17,325
-13,014
62
$287K 0.06%
6,131
-1,152
63
$275K 0.06%
3,529
-8
64
$275K 0.06%
1,357
-248
65
$262K 0.06%
1,566
-521
66
$256K 0.05%
3,127
+115
67
$256K 0.05%
5,592
-10
68
$254K 0.05%
700
-40
69
$249K 0.05%
1,780
-740
70
$248K 0.05%
13,882
-86
71
$245K 0.05%
1,332
-215
72
$238K 0.05%
950
73
$230K 0.05%
+20,000
74
$220K 0.05%
4,496
75
$220K 0.05%
+6,375
1 2
3
4