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
176
$25K 0.01%
161
177
$25K 0.01%
960
+18
178
$25K 0.01%
260
179
$24K 0.01%
+240
180
$24K 0.01%
718
+4
181
$24K 0.01%
+250
182
$24K 0.01%
259
183
$23K 0.01%
+1,375
184
$22K 0.01%
+779
185
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166
-2
186
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+400
187
$22K 0.01%
401
188
$22K 0.01%
+512
189
$21K 0.01%
289
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190
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+250
191
$21K 0.01%
+200
192
$21K 0.01%
+576
193
$21K 0.01%
+567
194
$20K 0.01%
+78
195
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$20K 0.01%
380
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197
$20K 0.01%
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198
$20K 0.01%
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199
$20K 0.01%
250
-83
200
$20K 0.01%
799
-267
5 6 7
8
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