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
526
$8K ﹤0.01%
+117
527
$8K ﹤0.01%
+88
528
$8K ﹤0.01%
+71
529
$8K ﹤0.01%
+18
530
$8K ﹤0.01%
+2,000
531
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532
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533
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534
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535
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536
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537
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540
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541
$7K ﹤0.01%
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542
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+89
546
$7K ﹤0.01%
+500
547
$7K ﹤0.01%
+404
548
$7K ﹤0.01%
+84
549
$7K ﹤0.01%
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550
$7K ﹤0.01%
+440