MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Return
10.62%
This Quarter Return
+4.05%
1 Year Return
+10.62%
3 Year Return
+41.03%
5 Year Return
+53.18%
10 Year Return
–
AUM
$428M
AUM Growth
+$95.7M
(+29%)
Cap. Flow
+$80.7M
Cap. Flow
% of AUM
18.84%
Top 10 Holdings %
Top 10 Hldgs %
80.79%
Holding
1,496
New
2
Increased
55
Reduced
14
Closed
1,411
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.17M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$404K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$231K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$219K |
| 5 |
Intel
INTC
|
$196K |
Sector Composition
| 1 | Financials | 1.56% |
| 2 | Technology | 1.53% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Communication Services | 0.67% |
| 5 | Industrials | 0.43% |
