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
$168M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.45M
3
+$3.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.82M

Top Sells

1
+$3.23M
2
+$2.88M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$422K
5
XOM icon
Exxon Mobil
XOM
+$214K

Sector Composition

1 Financials 2.74%
2 Technology 2.07%
3 Consumer Discretionary 1.4%
4 Industrials 1.06%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.05%
274
-9
102
$74K 0.04%
232
+64
103
$68K 0.04%
3,303
-183
104
$65K 0.04%
4,355
+444
105
$64K 0.04%
1,336
+200
106
$64K 0.04%
2,225
107
$64K 0.04%
1,300
108
$62K 0.04%
1,392
+145
109
$61K 0.04%
350
-5
110
$61K 0.04%
493
+77
111
$60K 0.04%
2,069
-37
112
$60K 0.04%
316
113
$59K 0.04%
4,500
114
$58K 0.03%
800
-232
115
$58K 0.03%
718
-84
116
$57K 0.03%
415
-1
117
$55K 0.03%
1,046
-11
118
$54K 0.03%
2,170
119
$51K 0.03%
940
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120
$50K 0.03%
+532
121
$50K 0.03%
900
-395
122
$49K 0.03%
4,872
+1,000
123
$48K 0.03%
2,535
-9
124
$48K 0.03%
310
+1
125
$47K 0.03%
2,219
+491
3 4
5
6 7