MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
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
51
$316K 0.09%
1,410
+26
52
$297K 0.09%
1,562
+20
53
$295K 0.09%
17,325
54
$293K 0.09%
2,070
-103
55
$293K 0.09%
2,679
-225
56
$293K 0.09%
12,835
-3,136
57
$292K 0.09%
1,986
+651
58
$276K 0.08%
4,214
+793
59
$267K 0.08%
7,361
-784
60
$267K 0.08%
4,258
-283
61
$260K 0.08%
1,584
-278
62
$256K 0.08%
3,116
-170
63
$240K 0.07%
2,320
+180
64
$235K 0.07%
1,276
+68
65
$231K 0.07%
1,446
66
$224K 0.07%
2,527
-69
67
$223K 0.07%
5,592
68
$219K 0.07%
685
+528
69
$215K 0.06%
3,569
-452
70
$213K 0.06%
950
71
$213K 0.06%
8,544
-860
72
$196K 0.06%
3,069
+70
73
$191K 0.06%
8,684
+4,081
74
$170K 0.05%
749
-350
75
$170K 0.05%
2,257
-1,328
1 2
3
4 5