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%
+28
527
$8K ﹤0.01%
+458
528
$8K ﹤0.01%
+117
529
$8K ﹤0.01%
+88
530
$8K ﹤0.01%
+71
531
$8K ﹤0.01%
+18
532
$8K ﹤0.01%
+392
533
$8K ﹤0.01%
+644
534
$7K ﹤0.01%
+26
535
$7K ﹤0.01%
+81
536
$7K ﹤0.01%
+59
537
$7K ﹤0.01%
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538
$7K ﹤0.01%
+101
539
$7K ﹤0.01%
+91
540
$7K ﹤0.01%
+118
541
$7K ﹤0.01%
+178
542
$7K ﹤0.01%
+243
543
$7K ﹤0.01%
+236
544
$7K ﹤0.01%
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545
$7K ﹤0.01%
+36
546
$7K ﹤0.01%
+355
547
$7K ﹤0.01%
+100
548
$7K ﹤0.01%
+90
549
$7K ﹤0.01%
+220
550
$7K ﹤0.01%
+226
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