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
851
$3K ﹤0.01%
+161
852
$3K ﹤0.01%
+500
853
$3K ﹤0.01%
+39
854
$3K ﹤0.01%
+515
855
$3K ﹤0.01%
+22
856
$3K ﹤0.01%
+41
857
$3K ﹤0.01%
+1,043
858
$3K ﹤0.01%
+48
859
$3K ﹤0.01%
+181
860
$3K ﹤0.01%
+40
861
$3K ﹤0.01%
+22
862
$3K ﹤0.01%
+95
863
$3K ﹤0.01%
+76
864
$3K ﹤0.01%
+80
865
$3K ﹤0.01%
+23
866
$3K ﹤0.01%
+55
867
$3K ﹤0.01%
+123
868
$3K ﹤0.01%
+134
869
$3K ﹤0.01%
+45
870
$3K ﹤0.01%
+34
871
$3K ﹤0.01%
+107
872
$3K ﹤0.01%
+77
873
$3K ﹤0.01%
+36
874
$3K ﹤0.01%
+177
875
$3K ﹤0.01%
+59
33 34
35
36 37