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
$643M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.7M
3
+$9.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.27M

Top Sells

1
+$4.52M
2
+$3.69M
3
+$3.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.77M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.44M

Sector Composition

1 Technology 2.93%
2 Financials 1.31%
3 Consumer Discretionary 0.89%
4 Communication Services 0.65%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.03%
+2,421
102
$215K 0.03%
1,139
-780
103
$208K 0.03%
1,385
-28
104
$208K 0.03%
+1,711
105
$204K 0.03%
903
-10
106
$203K 0.03%
2,397
-1,141
107
$201K 0.03%
1,334
-32
108
$201K 0.03%
1,325
-143
109
– –
-2,325
110
– –
-10,927
111
– –
-4,709
112
– –
-3,280
113
– –
-485
114
– –
-125,291
115
– –
-369
116
– –
-8,436
1 2 3 4
5