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
801
$4K ﹤0.01%
+238
802
$4K ﹤0.01%
+11
803
$4K ﹤0.01%
+78
804
$4K ﹤0.01%
+46
805
$4K ﹤0.01%
+115
806
$4K ﹤0.01%
+72
807
$4K ﹤0.01%
+60
808
$4K ﹤0.01%
+32
809
$4K ﹤0.01%
+74
810
$4K ﹤0.01%
+73
811
$3K ﹤0.01%
+110
812
$3K ﹤0.01%
+42
813
$3K ﹤0.01%
+27
814
$3K ﹤0.01%
+146
815
$3K ﹤0.01%
48
-458
816
$3K ﹤0.01%
+107
817
$3K ﹤0.01%
+24
818
$3K ﹤0.01%
+279
819
$3K ﹤0.01%
+103
820
$3K ﹤0.01%
+889
821
$3K ﹤0.01%
+9
822
$3K ﹤0.01%
+180
823
$3K ﹤0.01%
+45
824
$3K ﹤0.01%
+73
825
$3K ﹤0.01%
+892
31 32
33
34 35