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
151
$34K 0.02%
466
-15
152
$34K 0.02%
2,000
153
$34K 0.02%
+500
154
$34K 0.02%
300
155
$34K 0.02%
+168
156
$34K 0.02%
1,073
157
$33K 0.02%
203
-1
158
$33K 0.02%
375
159
$33K 0.02%
522
+4
160
$31K 0.02%
338
+31
161
$30K 0.02%
583
162
$29K 0.02%
2,256
163
$29K 0.02%
+1,289
164
$28K 0.02%
1,536
165
$28K 0.02%
4,554
166
$28K 0.02%
198
167
$28K 0.02%
354
-163
168
$27K 0.01%
187
-20
169
$27K 0.01%
869
170
$27K 0.01%
159
+7
171
$26K 0.01%
419
172
$26K 0.01%
337
+18
173
$26K 0.01%
373
-25
174
$26K 0.01%
+1,560
175
$26K 0.01%
+250
5 6
7
8 9