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
$242M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Sells

1 +$19M
2 +$102K
3 +$97.6K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$75.3K
5
RAD
Rite Aid Corporation
RAD
+$72K

Sector Composition

1 Technology 2.74%
2 Financials 2.49%
3 Consumer Discretionary 1.66%
4 Industrials 1.02%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$149K 0.06%
850
77
$148K 0.06%
3,081
78
$139K 0.06%
2,780
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79
$138K 0.06%
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$135K 0.06%
1,123
81
$133K 0.05%
286
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82
$132K 0.05%
650
83
$132K 0.05%
591
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84
$122K 0.05%
2,491
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85
$120K 0.05%
2,683
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86
$120K 0.05%
535
87
$117K 0.05%
903
88
$115K 0.05%
230
89
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+629
90
$113K 0.05%
494
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$113K 0.05%
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92
$113K 0.05%
1,296
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93
$111K 0.05%
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94
$111K 0.05%
8,776
95
$108K 0.04%
8,240
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96
$107K 0.04%
6,334
97
$106K 0.04%
940
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98
$104K 0.04%
3,815
-2,763
99
$104K 0.04%
397
+86
100
$102K 0.04%
2,225