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
$198M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$835K
3
+$595K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$458K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$442K
2
+$239K
3
+$194K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BND icon
Vanguard Total Bond Market
BND
+$128K

Sector Composition

1 Technology 2.9%
2 Financials 2.49%
3 Consumer Discretionary 1.83%
4 Healthcare 1.13%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.07%
504
+3
77
$125K 0.06%
3,193
+134
78
$122K 0.06%
2,107
+50
79
$122K 0.06%
276
+1
80
$121K 0.06%
650
81
$121K 0.06%
390
+1
82
$120K 0.06%
2,766
-1,389
83
$117K 0.06%
585
+27
84
$113K 0.06%
230
+7
85
$109K 0.06%
535
86
$107K 0.05%
3,469
-965
87
$106K 0.05%
957
-301
88
$106K 0.05%
3,419
+382
89
$106K 0.05%
1,763
-34
90
$106K 0.05%
+4,603
91
$105K 0.05%
2,483
+1
92
$105K 0.05%
903
93
$103K 0.05%
764
94
$99K 0.05%
2,030
+9
95
$96K 0.05%
7,120
+1,400
96
$94K 0.05%
891
97
$91K 0.05%
890
+100
98
$88K 0.04%
6,334
-1,250
99
$87K 0.04%
8,776
100
$84K 0.04%
+1,144
2 3
4
5 6