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
$160M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.29%
2 Technology 2.3%
3 Consumer Discretionary 1.58%
4 Industrials 1.5%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$33K 0.02%
+2,000
152
$33K 0.02%
+515
153
$33K 0.02%
+2,562
154
$32K 0.02%
+346
155
$32K 0.02%
+512
156
$32K 0.02%
+419
157
$32K 0.02%
+800
158
$31K 0.02%
+177
159
$31K 0.02%
+710
160
$29K 0.02%
+1,344
161
$29K 0.02%
+97
162
$29K 0.02%
+182
163
$29K 0.02%
+1,942
164
$29K 0.02%
+572
165
$29K 0.02%
+97
166
$28K 0.02%
+461
167
$28K 0.02%
+469
168
$28K 0.02%
+298
169
$28K 0.02%
+979
170
$27K 0.02%
+340
171
$27K 0.02%
+651
172
$27K 0.02%
+193
173
$27K 0.02%
+200
174
$27K 0.02%
+350
175
$26K 0.02%
+206