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
$168M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.45M
3
+$3.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.82M

Top Sells

1
+$3.23M
2
+$2.88M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$422K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.03%
462
127
$47K 0.03%
300
-146
128
$45K 0.03%
3,273
+7
129
$45K 0.03%
489
130
$44K 0.03%
1,089
131
$44K 0.03%
1,800
+8
132
$43K 0.03%
+114
133
$42K 0.03%
579
134
$41K 0.02%
506
+5
135
$40K 0.02%
1,313
-4
136
$39K 0.02%
+620
137
$39K 0.02%
253
+3
138
$38K 0.02%
152
+55
139
$38K 0.02%
1,073
140
$36K 0.02%
+247
141
$36K 0.02%
517
+1
142
$35K 0.02%
481
+185
143
$34K 0.02%
592
+30
144
$33K 0.02%
863
+4
145
$33K 0.02%
116
+19
146
$33K 0.02%
375
147
$31K 0.02%
518
+3
148
$30K 0.02%
157
+55
149
$30K 0.02%
300
150
$29K 0.02%
+133
4 5
6
7 8