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
376
$14K ﹤0.01%
+334
377
$13K ﹤0.01%
+143
378
$13K ﹤0.01%
+44
379
$13K ﹤0.01%
+19
380
$13K ﹤0.01%
+60
381
$13K ﹤0.01%
+234
382
$13K ﹤0.01%
+9
383
$13K ﹤0.01%
+98
384
$13K ﹤0.01%
+278
385
$13K ﹤0.01%
+500
386
$13K ﹤0.01%
+100
387
$13K ﹤0.01%
+203
388
$12K ﹤0.01%
+93
389
$12K ﹤0.01%
+100
390
$12K ﹤0.01%
+403
391
$12K ﹤0.01%
+163
392
$12K ﹤0.01%
+63
393
$12K ﹤0.01%
+342
394
$12K ﹤0.01%
+123
395
$12K ﹤0.01%
+121
396
$12K ﹤0.01%
+50
397
$12K ﹤0.01%
+11
398
$12K ﹤0.01%
+50
399
$12K ﹤0.01%
+440
400
$12K ﹤0.01%
+71
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