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
351
$15K ﹤0.01%
+390
352
$15K ﹤0.01%
+585
353
$15K ﹤0.01%
+104
354
$14K ﹤0.01%
+832
355
$14K ﹤0.01%
+188
356
$14K ﹤0.01%
222
-111
357
$14K ﹤0.01%
+809
358
$14K ﹤0.01%
+25
359
$14K ﹤0.01%
+6
360
$14K ﹤0.01%
+190
361
$14K ﹤0.01%
+104
362
$14K ﹤0.01%
+55
363
$14K ﹤0.01%
+177
364
$14K ﹤0.01%
+72
365
$14K ﹤0.01%
+66
366
$14K ﹤0.01%
+348
367
$14K ﹤0.01%
+137
368
$14K ﹤0.01%
+44
369
$14K ﹤0.01%
+91
370
$14K ﹤0.01%
+185
371
$14K ﹤0.01%
+80
372
$14K ﹤0.01%
+1,327
373
$14K ﹤0.01%
+825
374
$14K ﹤0.01%
+312
375
$14K ﹤0.01%
+598
13 14
15
16 17