MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$7.52M
3
+$6.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.83M

Top Sells

1
+$11.7M
2
+$4.23M
3
+$4.01M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.12M
5
LMT icon
Lockheed Martin
LMT
+$1.14M

Sector Composition

1 Financials 1.5%
2 Technology 1.36%
3 Consumer Discretionary 0.92%
4 Communication Services 0.64%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K ﹤0.01%
1,400
+200
77
– –
-3,015
78
– –
-7,963
79
– –
-9,172
80
– –
-24,372
81
– –
-5,592
82
– –
-3,580
1 2 3
4