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
701
$5K ﹤0.01%
+25
702
$5K ﹤0.01%
+80
703
$5K ﹤0.01%
+90
704
$5K ﹤0.01%
+70
705
$5K ﹤0.01%
+229
706
$5K ﹤0.01%
+83
707
$5K ﹤0.01%
+184
708
$5K ﹤0.01%
+46
709
$5K ﹤0.01%
+121
710
$5K ﹤0.01%
+24
711
$5K ﹤0.01%
+415
712
$5K ﹤0.01%
+195
713
$5K ﹤0.01%
+102
714
$5K ﹤0.01%
+100
715
$5K ﹤0.01%
+80
716
$5K ﹤0.01%
+22
717
$5K ﹤0.01%
+74
718
$5K ﹤0.01%
+300
719
$5K ﹤0.01%
+96
720
$5K ﹤0.01%
+29
721
$5K ﹤0.01%
+66
722
$5K ﹤0.01%
+294
723
$5K ﹤0.01%
+42
724
$5K ﹤0.01%
+241
725
$5K ﹤0.01%
+438
27 28
29
30 31