MWP

Meridian Wealth Partners Portfolio holdings

AUM $727M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,495
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$9.16M
3
+$4.53M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.27M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.25M

Top Sells

1
+$10.6M
2
+$8.55M
3
+$2.25M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.8M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$399K

Sector Composition

1 Technology 2.56%
2 Financials 2.56%
3 Consumer Discretionary 1.48%
4 Industrials 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
+256
327
$16K ﹤0.01%
+146
328
$16K ﹤0.01%
+306
329
$16K ﹤0.01%
+2,000
330
$16K ﹤0.01%
+280
331
$16K ﹤0.01%
+169
332
$16K ﹤0.01%
+51
333
$16K ﹤0.01%
+78
334
$16K ﹤0.01%
+63
335
$16K ﹤0.01%
+63
336
$16K ﹤0.01%
+128
337
$16K ﹤0.01%
+571
338
$16K ﹤0.01%
+54
339
$16K ﹤0.01%
+172
340
$15K ﹤0.01%
+52
341
$15K ﹤0.01%
+230
342
$15K ﹤0.01%
+254
343
$15K ﹤0.01%
+210
344
$15K ﹤0.01%
+80
345
$15K ﹤0.01%
+136
346
$15K ﹤0.01%
+219
347
$15K ﹤0.01%
+1,246
348
$15K ﹤0.01%
+400
349
$15K ﹤0.01%
+667
350
$15K ﹤0.01%
+432
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