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
$459M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.55M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.29M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$703K

Top Sells

1
+$8.68M
2
+$3.55M
3
+$2.13M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.71M

Sector Composition

1 Technology 2.38%
2 Financials 1.52%
3 Consumer Discretionary 0.94%
4 Healthcare 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.1%
2,396
+108
52
$413K 0.09%
10,133
+58
53
$380K 0.08%
2,451
-10
54
$376K 0.08%
+13,520
55
$367K 0.08%
1,834
+148
56
$360K 0.08%
3,460
-208
57
$357K 0.08%
871
-76
58
$338K 0.07%
1,844
59
$332K 0.07%
5,527
60
$323K 0.07%
7,000
61
$317K 0.07%
8,369
+430
62
$314K 0.07%
3,253
+117
63
$312K 0.07%
9,902
+1,384
64
$308K 0.07%
5,791
+13
65
$307K 0.07%
5,561
-57
66
$306K 0.07%
1,451
-196
67
$305K 0.07%
1,867
+46
68
$295K 0.06%
511
+64
69
$288K 0.06%
1,277
+194
70
$284K 0.06%
14,274
71
$282K 0.06%
2,876
+218
72
$281K 0.06%
+2,571
73
$281K 0.06%
1,321
+21
74
$280K 0.06%
2,769
-151
75
$275K 0.06%
+2,584
1 2
3
4 5