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
$186M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Sells

1 +$5.19M
2 +$4.75M
3 +$2.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$671K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$384K

Sector Composition

1 Financials 2.63%
2 Technology 2.53%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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2,110
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102
$79K 0.04%
2,225
103
$79K 0.04%
793
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104
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706
105
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106
$76K 0.04%
1,300
107
$75K 0.04%
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108
$71K 0.04%
349
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109
$65K 0.03%
316
110
$64K 0.03%
1,444
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111
$64K 0.03%
4,500
112
$62K 0.03%
416
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113
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532
114
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115
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310
116
$61K 0.03%
900
117
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507
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118
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119
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2,460
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121
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2,170
122
$55K 0.03%
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123
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5,720
+1,880
124
$54K 0.03%
+1,916
125
$53K 0.03%
117
+3