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
551
$7K ﹤0.01%
+300
552
$7K ﹤0.01%
+42
553
$7K ﹤0.01%
+140
554
$7K ﹤0.01%
+145
555
$7K ﹤0.01%
+335
556
$7K ﹤0.01%
+128
557
$7K ﹤0.01%
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558
$7K ﹤0.01%
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559
$7K ﹤0.01%
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560
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+40
561
$7K ﹤0.01%
+807
562
$7K ﹤0.01%
+200
563
$7K ﹤0.01%
+24
564
$7K ﹤0.01%
+164
565
$7K ﹤0.01%
+51
566
$7K ﹤0.01%
+350
567
$7K ﹤0.01%
+131
568
$7K ﹤0.01%
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569
$7K ﹤0.01%
+120
570
$7K ﹤0.01%
+370
571
$7K ﹤0.01%
+26
572
$7K ﹤0.01%
+178
573
$7K ﹤0.01%
+243
574
$7K ﹤0.01%
+236
575
$7K ﹤0.01%
+183
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