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
876
$3K ﹤0.01%
+27
877
$3K ﹤0.01%
+77
878
$3K ﹤0.01%
+36
879
$3K ﹤0.01%
+177
880
$3K ﹤0.01%
+59
881
$3K ﹤0.01%
+151
882
$3K ﹤0.01%
+40
883
$3K ﹤0.01%
+92
884
$3K ﹤0.01%
+65
885
$3K ﹤0.01%
+35
886
$3K ﹤0.01%
+305
887
$3K ﹤0.01%
+38
888
$3K ﹤0.01%
+147
889
$3K ﹤0.01%
+50
890
$3K ﹤0.01%
+29
891
$3K ﹤0.01%
+5
892
$3K ﹤0.01%
+110
893
$3K ﹤0.01%
+154
894
$3K ﹤0.01%
+23
895
$3K ﹤0.01%
+644
896
$3K ﹤0.01%
+107
897
$3K ﹤0.01%
+57
898
$3K ﹤0.01%
+42
899
$3K ﹤0.01%
+167
900
$3K ﹤0.01%
+154
34 35
36
37 38