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
$643M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.7M
3
+$9.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.27M

Top Sells

1
+$4.52M
2
+$3.69M
3
+$3.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.77M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.44M

Sector Composition

1 Technology 2.93%
2 Financials 1.31%
3 Consumer Discretionary 0.89%
4 Communication Services 0.65%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.06%
3,116
+10
77
$352K 0.05%
+13,910
78
$349K 0.05%
1,111
79
$338K 0.05%
590
-30
80
$331K 0.05%
8,335
+32
81
$317K 0.05%
513
-6
82
$313K 0.05%
1,841
+1
83
$302K 0.05%
2,051
-399
84
$291K 0.05%
1,665
+158
85
$290K 0.05%
2,557
-348
86
$280K 0.04%
4,496
87
$269K 0.04%
972
-2
88
$267K 0.04%
2,205
-41
89
$261K 0.04%
3,638
-194
90
$257K 0.04%
5,450
-7
91
$248K 0.04%
349
-7
92
$247K 0.04%
1,334
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93
$230K 0.04%
+1,140
94
$229K 0.04%
710
-103
95
$227K 0.04%
+591
96
$226K 0.04%
7,808
-2,929
97
$225K 0.04%
472
-10
98
$223K 0.03%
431
-37
99
$223K 0.03%
681
100
$217K 0.03%
792
-38
1 2 3
4
5