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
501
$8K ﹤0.01%
+1,036
502
$8K ﹤0.01%
+100
503
$8K ﹤0.01%
+126
504
$8K ﹤0.01%
+31
505
$8K ﹤0.01%
+214
506
$8K ﹤0.01%
+72
507
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+56
508
$8K ﹤0.01%
+117
509
$8K ﹤0.01%
+30
510
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+33
511
$8K ﹤0.01%
+385
512
$8K ﹤0.01%
+22
513
$8K ﹤0.01%
+62
514
$8K ﹤0.01%
+248
515
$8K ﹤0.01%
+130
516
$8K ﹤0.01%
+43
517
$8K ﹤0.01%
+43
518
$8K ﹤0.01%
+218
519
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+240
520
$8K ﹤0.01%
+670
521
$8K ﹤0.01%
+223
522
$8K ﹤0.01%
+63
523
$8K ﹤0.01%
+700
524
$8K ﹤0.01%
+21
525
$8K ﹤0.01%
+97
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