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
$480M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$1.17M
3 +$1.04M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$899K
5
KEY icon
KeyCorp
KEY
+$419K

Sector Composition

1 Technology 2.98%
2 Financials 1.34%
3 Consumer Discretionary 0.96%
4 Communication Services 0.64%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,212