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
451
$10K ﹤0.01%
+54
452
$10K ﹤0.01%
+429
453
$10K ﹤0.01%
+60
454
$10K ﹤0.01%
+50
455
$10K ﹤0.01%
+229
456
$10K ﹤0.01%
+67
457
$10K ﹤0.01%
+207
458
$10K ﹤0.01%
+551
459
$9K ﹤0.01%
+147
460
$9K ﹤0.01%
+194
461
$9K ﹤0.01%
+40
462
$9K ﹤0.01%
+27
463
$9K ﹤0.01%
+403
464
$9K ﹤0.01%
+228
465
$9K ﹤0.01%
+74
466
$9K ﹤0.01%
+988
467
$9K ﹤0.01%
+55
468
$9K ﹤0.01%
+96
469
$9K ﹤0.01%
+58
470
$9K ﹤0.01%
+200
471
$9K ﹤0.01%
+412
472
$9K ﹤0.01%
+79
473
$9K ﹤0.01%
+316
474
$9K ﹤0.01%
+498
475
$9K ﹤0.01%
+100
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