MWP
Meridian Wealth Partners Portfolio holdings
AUM
$690M
This Quarter Return
-1.3%
1 Year Return
+10.62%
3 Year Return
+41.03%
5 Year Return
+53.18%
10 Year Return
–
AUM
$462M
AUM Growth
+$462M
(+7.9%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
76.44%
Holding
82
New
4
Increased
42
Reduced
23
Closed
6
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.5M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.23M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$3.89M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.09M |
| 5 |
GE Aerospace
GE
|
$2.03M |
Sector Composition
| 1 | Financials | 1.5% |
| 2 | Technology | 1.36% |
| 3 | Consumer Discretionary | 0.92% |
| 4 | Communication Services | 0.64% |
| 5 | Healthcare | 0.31% |
