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
$524M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.23%
2 Financials 1.65%
3 Consumer Discretionary 0.98%
4 Communication Services 0.67%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$36.3K 0.01%
+10,758
102
-879
103
-10,446
104
-14,274
105
-4,824
106
-5,527