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
176
$27K 0.01%
1,560
177
$27K 0.01%
530
-53
178
$27K 0.01%
169
+1
179
$26K 0.01%
433
+91
180
$26K 0.01%
977
+17
181
$26K 0.01%
259
182
$26K 0.01%
462
183
$25K 0.01%
240
184
$25K 0.01%
+100
185
$25K 0.01%
660
-58
186
$25K 0.01%
250
187
$24K 0.01%
+301
188
$24K 0.01%
400
189
$24K 0.01%
200
190
$24K 0.01%
+290
191
$24K 0.01%
574
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192
$23K 0.01%
+381
193
$23K 0.01%
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194
$23K 0.01%
576
195
$22K 0.01%
4,000
-2,562
196
$22K 0.01%
416
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197
$22K 0.01%
+415
198
$21K 0.01%
+92
199
$21K 0.01%
+71
200
$21K 0.01%
+127
6 7
8
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