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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.58M
3
+$1.25M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$657K
5
AAPL icon
Apple
AAPL
+$537K

Top Sells

1
+$796K
2
+$308K
3
+$283K
4
BABA icon
Alibaba
BABA
+$211K
5
TSLA icon
Tesla
TSLA
+$72.9K

Sector Composition

1 Financials 1.69%
2 Technology 1.68%
3 Consumer Discretionary 0.97%
4 Communication Services 0.62%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.04%
+2,374
77
$211K 0.04%
+317
78
$205K 0.04%
3,477
-224
79
$201K 0.04%
+4,164
80
$177K 0.04%
+11,128
81
$68K 0.01%
949
+167
82
$8K ﹤0.01%
1,400
83
– –
-1,422
84
– –
-4,087
1 2 3
4