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
426
$11K ﹤0.01%
+44
427
$11K ﹤0.01%
+51
428
$11K ﹤0.01%
+165
429
$11K ﹤0.01%
+160
430
$10K ﹤0.01%
+31
431
$10K ﹤0.01%
+82
432
$10K ﹤0.01%
+86
433
$10K ﹤0.01%
+122
434
$10K ﹤0.01%
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435
$10K ﹤0.01%
+165
436
$10K ﹤0.01%
+234
437
$10K ﹤0.01%
+350
438
$10K ﹤0.01%
+38
439
$10K ﹤0.01%
+95
440
$10K ﹤0.01%
+213
441
$10K ﹤0.01%
+154
442
$10K ﹤0.01%
+164
443
$10K ﹤0.01%
+40
444
$10K ﹤0.01%
+150
445
$10K ﹤0.01%
+169
446
$10K ﹤0.01%
+32
447
$10K ﹤0.01%
+572
448
$10K ﹤0.01%
+450
449
$10K ﹤0.01%
+17
450
$10K ﹤0.01%
+108
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