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
651
$5K ﹤0.01%
+79
652
$5K ﹤0.01%
+209
653
$5K ﹤0.01%
+36
654
$5K ﹤0.01%
+180
655
$5K ﹤0.01%
+258
656
$5K ﹤0.01%
+106
657
$5K ﹤0.01%
+105
658
$5K ﹤0.01%
+80
659
$5K ﹤0.01%
+169
660
$5K ﹤0.01%
+147
661
$5K ﹤0.01%
+52
662
$5K ﹤0.01%
+177
663
$5K ﹤0.01%
+134
664
$5K ﹤0.01%
+195
665
$5K ﹤0.01%
+482
666
$5K ﹤0.01%
+24
667
$5K ﹤0.01%
+50
668
$5K ﹤0.01%
+77
669
$5K ﹤0.01%
+530
670
$5K ﹤0.01%
+31
671
$5K ﹤0.01%
+81
672
$5K ﹤0.01%
+17
673
$5K ﹤0.01%
+242
674
$5K ﹤0.01%
+4
675
$5K ﹤0.01%
+49