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
$198M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$835K
3
+$595K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$458K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$360K

Top Sells

1
+$442K
2
+$239K
3
+$194K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$156K
5
BND icon
Vanguard Total Bond Market
BND
+$128K

Sector Composition

1 Technology 2.9%
2 Financials 2.49%
3 Consumer Discretionary 1.83%
4 Healthcare 1.13%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.03%
481
-8
127
$50K 0.03%
981
-831
128
$49K 0.02%
658
129
$49K 0.02%
249
+15
130
$48K 0.02%
1,682
-234
131
$46K 0.02%
872
+4
132
$46K 0.02%
1,821
+10
133
$45K 0.02%
93
134
$45K 0.02%
3,112
-1,488
135
$44K 0.02%
157
136
$44K 0.02%
1,089
137
$43K 0.02%
122
+10
138
$43K 0.02%
539
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139
$43K 0.02%
2,000
140
$43K 0.02%
+711
141
$42K 0.02%
356
+18
142
$42K 0.02%
1,073
143
$41K 0.02%
250
144
$40K 0.02%
644
145
$40K 0.02%
497
+247
146
$39K 0.02%
1,289
147
$38K 0.02%
625
148
$38K 0.02%
592
149
$37K 0.02%
133
150
$37K 0.02%
+541
4 5
6
7 8