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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.58M
3
+$1.25M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$657K
5
AAPL icon
Apple
AAPL
+$537K

Top Sells

1
+$796K
2
+$308K
3
+$283K
4
BABA icon
Alibaba
BABA
+$211K
5
TSLA icon
Tesla
TSLA
+$72.9K

Sector Composition

1 Financials 1.69%
2 Technology 1.68%
3 Consumer Discretionary 0.97%
4 Communication Services 0.62%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.5M 19.33%
3,331,155
+17,227
2
$81.1M 16.25%
2,458,318
-1,677
3
$44.2M 8.86%
387,692
+14,166
4
$34.3M 6.87%
294,741
+13,621
5
$29.5M 5.9%
1,128,477
-30,500
6
$26.3M 5.27%
1,385,880
-3,558
7
$18.3M 3.66%
125,435
+112
8
$17.1M 3.42%
159,104
+6,117
9
$15.5M 3.1%
821,220
+11,802
10
$14.7M 2.95%
578,668
+12,530
11
$12.6M 2.53%
178,184
+17,646
12
$10M 2.01%
91,615
+3,063
13
$9.25M 1.85%
344,997
-10,554
14
$8.94M 1.79%
81,037
+1,692
15
$7.9M 1.58%
61,162
+2,801
16
$7.48M 1.5%
33,625
+319
17
$6.34M 1.27%
124,000
+9,000
18
$6.01M 1.2%
111,606
+5,085
19
$5.21M 1.04%
29,333
+3,025
20
$4.16M 0.83%
17,247
-231
21
$4.1M 0.82%
8,589
+80
22
$2.55M 0.51%
138,864
-1,958
23
$2.47M 0.49%
40,298
+1,266
24
$2.09M 0.42%
5,028
+146
25
$1.97M 0.39%
41,051
-95
1
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