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
201
$21K 0.01%
+501
202
$21K 0.01%
+100
203
$21K 0.01%
+2,500
204
$20K 0.01%
81
+3
205
$20K 0.01%
+560
206
$20K 0.01%
+240
207
$20K 0.01%
666
-113
208
$20K 0.01%
+196
209
$20K 0.01%
+182
210
$20K 0.01%
+89
211
$20K 0.01%
+108
212
$20K 0.01%
+320
213
$20K 0.01%
+190
214
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216
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0
220
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224
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225
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-579
6 7 8
9
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