MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
1-Year Return
10.62%
This Quarter Return
-11.26%
1 Year Return
+10.62%
3 Year Return
+41.03%
5 Year Return
+53.18%
10 Year Return
–
AUM
$168M
AUM Growth
+$7.75M
(+4.8%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
18.52%
Top 10 Holdings %
Top 10 Hldgs %
74.83%
Holding
225
New
16
Increased
91
Reduced
43
Closed
40
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$20M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.45M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.81M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.84M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$2.82M |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.23M |
| 2 |
Schwab International Equity ETF
SCHF
|
$2.88M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$661K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$422K |
| 5 |
Exxon Mobil
XOM
|
$214K |
Sector Composition
| 1 | Financials | 2.74% |
| 2 | Technology | 2.07% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Industrials | 1.06% |
| 5 | Healthcare | 0.96% |
