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
826
$3K ﹤0.01%
+636
827
$3K ﹤0.01%
+239
828
$3K ﹤0.01%
+31
829
$3K ﹤0.01%
+599
830
$3K ﹤0.01%
+60
831
$3K ﹤0.01%
+71
832
$3K ﹤0.01%
+13
833
$3K ﹤0.01%
+42
834
$3K ﹤0.01%
+490
835
$3K ﹤0.01%
+30
836
$3K ﹤0.01%
+36
837
$3K ﹤0.01%
+111
838
$3K ﹤0.01%
+157
839
$3K ﹤0.01%
+32
840
$3K ﹤0.01%
+104
841
$3K ﹤0.01%
+189
842
$3K ﹤0.01%
+12
843
$3K ﹤0.01%
+17
844
$3K ﹤0.01%
+11
845
$3K ﹤0.01%
+10
846
$3K ﹤0.01%
+46
847
$3K ﹤0.01%
+31
848
$3K ﹤0.01%
+64
849
$3K ﹤0.01%
+113
850
$3K ﹤0.01%
+200
32 33
34
35 36