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
$459M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$5.55M
3 +$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.29M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$703K

Sector Composition

1 Technology 2.38%
2 Financials 1.52%
3 Consumer Discretionary 0.94%
4 Healthcare 0.57%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-33,322
102
-6,375