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
$186M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.6M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$929K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$781K

Top Sells

1
+$5.19M
2
+$4.75M
3
+$2.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$671K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$384K

Sector Composition

1 Financials 2.63%
2 Technology 2.53%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.03%
489
127
$51K 0.03%
2,145
-74
128
$48K 0.03%
3,285
+12
129
$48K 0.03%
253
130
$48K 0.03%
1,275
-38
131
$47K 0.03%
+6,562
132
$47K 0.03%
161
+9
133
$46K 0.02%
+467
134
$46K 0.02%
245
-2
135
$46K 0.02%
1,089
136
$46K 0.02%
1,811
+11
137
$41K 0.02%
868
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138
$41K 0.02%
305
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139
$41K 0.02%
234
140
$39K 0.02%
157
141
$39K 0.02%
592
142
$38K 0.02%
93
143
$38K 0.02%
579
144
$37K 0.02%
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145
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146
$36K 0.02%
658
147
$36K 0.02%
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148
$35K 0.02%
644
-296
149
$34K 0.02%
112
-4
150
$34K 0.02%
133
4 5
6
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