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
476
$9K ﹤0.01%
+180
477
$9K ﹤0.01%
+1,960
478
$9K ﹤0.01%
+211
479
$9K ﹤0.01%
+36
480
$9K ﹤0.01%
+25
481
$9K ﹤0.01%
+47
482
$9K ﹤0.01%
+139
483
$9K ﹤0.01%
+90
484
$9K ﹤0.01%
+263
485
$9K ﹤0.01%
+139
486
$9K ﹤0.01%
+19
487
$9K ﹤0.01%
+101
488
$9K ﹤0.01%
+141
489
$9K ﹤0.01%
+345
490
$9K ﹤0.01%
+713
491
$9K ﹤0.01%
+154
492
$9K ﹤0.01%
+236
493
$9K ﹤0.01%
+274
494
$9K ﹤0.01%
+40
495
$9K ﹤0.01%
+162
496
$9K ﹤0.01%
+51
497
$9K ﹤0.01%
+219
498
$8K ﹤0.01%
+2,000
499
$8K ﹤0.01%
+130
500
$8K ﹤0.01%
+150
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