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
$475M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$13.5M
3
+$5.27M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.63M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.38M

Top Sells

1
+$27.8M
2
+$13.7M
3
+$8.94M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M

Sector Composition

1 Financials 1.91%
2 Technology 1.64%
3 Consumer Discretionary 0.9%
4 Communication Services 0.46%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.05%
1,576
-1,235
77
$213K 0.04%
1,108
-200
78
$213K 0.04%
+3,766
79
$212K 0.04%
8,950
+234
80
$208K 0.04%
3,642
+165
81
$206K 0.04%
1,164
-724
82
$204K 0.04%
2,234
-505
83
$61K 0.01%
1,115
+166
84
$10K ﹤0.01%
1,400
85
– –
-1,735
86
– –
-81,037
87
– –
-2,374
88
– –
-124,000
89
– –
-11,510
90
– –
-317
91
– –
-11,128
92
– –
-4,164
1 2 3
4