MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
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
26
$1.15M 0.34%
3,108
+44
27
$1.09M 0.33%
19,985
28
$1.02M 0.31%
4,748
-124
29
$977K 0.29%
4,140
+107
30
$962K 0.29%
39,591
-270
31
$882K 0.26%
7,361
+52
32
$874K 0.26%
2,399
+153
33
$869K 0.26%
3,404
+53
34
$835K 0.25%
10,883
-265
35
$692K 0.21%
25,640
+64
36
$690K 0.21%
4,460
+300
37
$678K 0.2%
12,140
+478
38
$577K 0.17%
1,633
+33
39
$557K 0.17%
2,499
+222
40
$503K 0.15%
10,235
-90
41
$446K 0.13%
4,320
+160
42
$446K 0.13%
1,512
+60
43
$382K 0.11%
2,817
-436
44
$376K 0.11%
6,956
+107
45
$362K 0.11%
4,274
+427
46
$355K 0.11%
895
-30
47
$333K 0.1%
1,504
-48
48
$323K 0.1%
2,120
+72
49
$320K 0.1%
4,065
-358
50
$316K 0.09%
1,240
+10
1
2
3 4 5