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
$198M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$835K
3
+$595K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$458K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$442K
2
+$239K
3
+$194K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BND icon
Vanguard Total Bond Market
BND
+$128K

Sector Composition

1 Technology 2.9%
2 Financials 2.49%
3 Consumer Discretionary 1.83%
4 Healthcare 1.13%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83K 0.04%
1,519
102
$82K 0.04%
2,225
103
$78K 0.04%
706
104
$72K 0.04%
1,458
+14
105
$72K 0.04%
7,545
+1,240
106
$71K 0.04%
340
-11
107
$71K 0.04%
314
-35
108
$68K 0.03%
4,500
109
$67K 0.03%
637
-156
110
$66K 0.03%
915
-249
111
$65K 0.03%
258
+13
112
$64K 0.03%
532
113
$64K 0.03%
2,460
114
$63K 0.03%
311
+1
115
$63K 0.03%
900
116
$63K 0.03%
2,110
117
$61K 0.03%
690
-35
118
$61K 0.03%
122
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119
$61K 0.03%
278
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120
$60K 0.03%
3,294
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121
$58K 0.03%
509
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122
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403
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123
$56K 0.03%
2,319
+174
124
$56K 0.03%
180
+19
125
$56K 0.03%
2,170
3 4
5
6 7