MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
+$19.7M
2
+$6.42M
3
+$3.75M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.85M

Top Sells

1
+$3.43M
2
+$3.23M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$507K
5
XOM icon
Exxon Mobil
XOM
+$311K

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
176
$21K 0.01%
407
+7
177
$21K 0.01%
+259
178
$21K 0.01%
307
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179
$21K 0.01%
152
+44
180
$20K 0.01%
419
181
$20K 0.01%
+168
182
$20K 0.01%
869
183
$20K 0.01%
376
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184
$20K 0.01%
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