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
176
$26K 0.02%
+292
177
$26K 0.02%
+296
178
$26K 0.02%
+236
179
$26K 0.02%
+576
180
$26K 0.02%
+413
181
$25K 0.02%
+429
182
$25K 0.02%
+869
183
$24K 0.02%
+458
184
$24K 0.02%
+400
185
$24K 0.02%
+186
186
$23K 0.01%
+362
187
$23K 0.01%
+727
188
$23K 0.01%
+1,100
189
$23K 0.01%
+197
190
$23K 0.01%
+384
191
$22K 0.01%
+395
192
$22K 0.01%
+219
193
$22K 0.01%
+3,760
194
$22K 0.01%
+102
195
$22K 0.01%
+378
196
$21K 0.01%
+154
197
$21K 0.01%
+250
198
$21K 0.01%
+92
199
$21K 0.01%
+825
200
$20K 0.01%
+263