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
151
$37K 0.02%
686
+42
152
$36K 0.02%
220
+33
153
$35K 0.02%
1,215
-793
154
$35K 0.02%
279
+19
155
$34K 0.02%
496
-26
156
$33K 0.02%
856
-419
157
$33K 0.02%
+70
158
$32K 0.02%
500
159
$32K 0.02%
300
160
$32K 0.02%
164
+5
161
$31K 0.02%
161
162
$31K 0.02%
184
163
$30K 0.02%
1,373
-1,180
164
$30K 0.02%
140
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165
$30K 0.02%
307
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166
$30K 0.02%
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167
$30K 0.02%
869
168
$30K 0.02%
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169
$29K 0.01%
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$29K 0.01%
198
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171
$28K 0.01%
2,256
172
$28K 0.01%
187
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173
$28K 0.01%
354
174
$27K 0.01%
419
175
$27K 0.01%
354
-19
5 6
7
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