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
$400M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.46M
3
+$2.18M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.38M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$544K

Top Sells

1
+$20.7M
2
+$5.24M
3
+$3.29M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.75M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.48M

Sector Composition

1 Financials 1.82%
2 Technology 1.57%
3 Consumer Discretionary 0.98%
4 Healthcare 0.53%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.09%
1,613
+9
52
$369K 0.09%
2,260
+144
53
$361K 0.09%
2,207
-9
54
$348K 0.09%
974
+27
55
$334K 0.08%
1,776
+234
56
$328K 0.08%
3,138
+90
57
$323K 0.08%
3,361
+521
58
$310K 0.08%
1,653
+21
59
$292K 0.07%
3,147
+35
60
$285K 0.07%
1,844
61
$278K 0.07%
+14,274
62
$274K 0.07%
17,339
63
$272K 0.07%
6,580
64
$268K 0.07%
9,701
+695
65
$266K 0.07%
+994
66
$258K 0.06%
3,614
-171
67
$249K 0.06%
5,447
+72
68
$244K 0.06%
+5,643
69
$243K 0.06%
1,690
-61
70
$241K 0.06%
2,852
+65
71
$237K 0.06%
3,162
-111
72
$227K 0.06%
7,748
+126
73
$226K 0.06%
1,514
+11
74
$222K 0.06%
1,125
75
$218K 0.05%
5,635
+23
1 2
3
4