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
$432M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$842K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$576K

Top Sells

1
+$317K
2
+$214K
3
+$211K
4
PML
PIMCO Municipal Income Fund II
PML
+$191K
5
T icon
AT&T
T
+$179K

Sector Composition

1 Financials 1.89%
2 Technology 1.5%
3 Consumer Discretionary 0.88%
4 Healthcare 0.57%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.06%
907
-87
77
$237K 0.05%
1,125
78
$235K 0.05%
4,980
-663
79
$230K 0.05%
2,745
+65
80
$227K 0.05%
6,375
81
$225K 0.05%
+1,083
82
$222K 0.05%
1,403
-111
83
$221K 0.05%
2,230
-622
84
$218K 0.05%
2,892
-270
85
$211K 0.05%
+6,356
86
$207K 0.05%
+2,537
87
– –
-2,873
88
– –
-2,262
89
– –
-20,000
90
– –
-11,674
91
– –
-1,615
1 2 3
4