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
$186M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.6M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$929K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$781K

Top Sells

1
+$5.19M
2
+$4.75M
3
+$2.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$671K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$384K

Sector Composition

1 Financials 2.63%
2 Technology 2.53%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$136K 0.07%
4,434
-130
77
$133K 0.07%
1,880
+20
78
$130K 0.07%
1,123
79
$127K 0.07%
2,057
-9
80
$121K 0.07%
3,045
-18
81
$119K 0.06%
501
+7
82
$110K 0.06%
7,584
83
$109K 0.06%
389
84
$108K 0.06%
558
-12
85
$108K 0.06%
6,305
+1,950
86
$106K 0.06%
650
87
$104K 0.06%
1,164
+364
88
$103K 0.06%
3,037
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89
$103K 0.06%
535
90
$100K 0.05%
8,776
91
$100K 0.05%
764
92
$100K 0.05%
1,797
-22
93
$99K 0.05%
275
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94
$98K 0.05%
2,021
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95
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223
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96
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2,482
-133
97
$94K 0.05%
903
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98
$91K 0.05%
1,812
-154
99
$89K 0.05%
891
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100
$82K 0.04%
1,519
2 3
4
5 6