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
$643M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.7M
3
+$9.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.27M

Top Sells

1
+$4.52M
2
+$3.69M
3
+$3.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.77M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.44M

Sector Composition

1 Technology 2.93%
2 Financials 1.31%
3 Consumer Discretionary 0.89%
4 Communication Services 0.65%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.1%
3,338
-33
52
$622K 0.1%
3,790
-20
53
$598K 0.09%
14,252
54
$590K 0.09%
666
-11
55
$585K 0.09%
2,237
-678
56
$565K 0.09%
1,855
+3
57
$548K 0.09%
15,055
-3,096
58
$528K 0.08%
2,003
-21
59
$508K 0.08%
869
+3
60
$507K 0.08%
1,871
-16
61
$506K 0.08%
19,654
-958
62
$500K 0.08%
27,581
+24
63
$499K 0.08%
2,051
+115
64
$494K 0.08%
3,910
-258
65
$488K 0.08%
6,046
-463
66
$435K 0.07%
8,236
-586
67
$435K 0.07%
2,682
-271
68
$425K 0.07%
1,545
-48
69
$408K 0.06%
2,394
-346
70
$401K 0.06%
8,485
71
$392K 0.06%
6,648
72
$380K 0.06%
769
-98
73
$378K 0.06%
3,319
-36
74
$368K 0.06%
8,811
-48
75
$360K 0.06%
406
-26
1 2
3
4 5