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
151
$29K 0.02%
398
+14
152
$29K 0.02%
350
153
$28K 0.02%
207
+30
154
$28K 0.02%
204
+18
155
$27K 0.02%
2,256
156
$27K 0.02%
+93
157
$26K 0.02%
2,000
158
$25K 0.01%
198
+5
159
$25K 0.01%
3,840
+80
160
$25K 0.01%
583
+11
161
$24K 0.01%
+322
162
$24K 0.01%
658
163
$24K 0.01%
+319
164
$24K 0.01%
333
+35
165
$24K 0.01%
1,066
+87
166
$24K 0.01%
180
-7
167
$23K 0.01%
293
+1
168
$22K 0.01%
651
169
$22K 0.01%
1,536
170
$22K 0.01%
4,554
+9
171
$22K 0.01%
942
+215
172
$22K 0.01%
260
+41
173
$22K 0.01%
234
+51
174
$21K 0.01%
+1,200
175
$21K 0.01%
714
+4
5 6
7
8 9