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
201
$20K 0.01%
+1,160
202
$20K 0.01%
+379
203
$20K 0.01%
+95
204
$20K 0.01%
+183
205
$20K 0.01%
+226
206
$20K 0.01%
+108
207
$20K 0.01%
+239
208
$20K 0.01%
+108
209
0