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 Buys

1
+$7.82M
2
+$4.6M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$929K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$781K

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
$80K 0.04%
2,110
-776
102
$79K 0.04%
2,225
103
$79K 0.04%
793
-125
104
$78K 0.04%
706
105
$77K 0.04%
351
+1
106
$76K 0.04%
1,300
107
$75K 0.04%
+790
108
$71K 0.04%
349
+49
109
$65K 0.03%
316
110
$64K 0.03%
1,444
+52
111
$64K 0.03%
4,500
112
$62K 0.03%
416
+1
113
$62K 0.03%
532
114
$61K 0.03%
2,008
-61
115
$61K 0.03%
310
116
$61K 0.03%
900
117
$58K 0.03%
507
+1
118
$58K 0.03%
725
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119
$58K 0.03%
4,600
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120
$57K 0.03%
2,460
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121
$56K 0.03%
2,170
122
$55K 0.03%
2,553
-750
123
$55K 0.03%
5,720
+1,880
124
$54K 0.03%
+1,916
125
$53K 0.03%
117
+3
3 4
5
6 7