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
$432M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$842K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$576K

Top Sells

1
+$317K
2
+$214K
3
+$211K
4
PML
PIMCO Municipal Income Fund II
PML
+$191K
5
T icon
AT&T
T
+$179K

Sector Composition

1 Financials 1.89%
2 Technology 1.5%
3 Consumer Discretionary 0.88%
4 Healthcare 0.57%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.1%
2,288
+81
52
$362K 0.08%
947
-27
53
$362K 0.08%
3,010
+124
54
$354K 0.08%
5,527
55
$336K 0.08%
1,686
+33
56
$336K 0.08%
1,647
-129
57
$327K 0.08%
1,821
+131
58
$325K 0.08%
3,668
+307
59
$323K 0.07%
3,136
-11
60
$321K 0.07%
2,920
-2,889
61
$315K 0.07%
+7,000
62
$313K 0.07%
1,844
63
$296K 0.07%
2,402
-30
64
$292K 0.07%
17,339
65
$291K 0.07%
5,618
+171
66
$287K 0.07%
5,778
+143
67
$282K 0.07%
5,912
-668
68
$282K 0.07%
14,274
69
$278K 0.06%
7,939
+191
70
$268K 0.06%
2,658
+127
71
$256K 0.06%
8,518
-1,183
72
$248K 0.06%
+1,300
73
$247K 0.06%
466
+51
74
$246K 0.06%
+447
75
$242K 0.06%
3,375
-239
1 2
3
4