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
901
$3K ﹤0.01%
+12
902
$3K ﹤0.01%
+54
903
$3K ﹤0.01%
+55
904
$3K ﹤0.01%
+218
905
$3K ﹤0.01%
+18
906
$3K ﹤0.01%
+22
907
$3K ﹤0.01%
+28
908
$3K ﹤0.01%
+129
909
$3K ﹤0.01%
+5
910
$3K ﹤0.01%
+110
911
$3K ﹤0.01%
+154
912
$3K ﹤0.01%
+23
913
$3K ﹤0.01%
+644
914
$3K ﹤0.01%
+107
915
$3K ﹤0.01%
+57
916
$3K ﹤0.01%
+42
917
$3K ﹤0.01%
+167
918
$3K ﹤0.01%
+154
919
$3K ﹤0.01%
+54
920
$3K ﹤0.01%
+13
921
$3K ﹤0.01%
+326
922
$3K ﹤0.01%
+115
923
$2K ﹤0.01%
+211
924
$2K ﹤0.01%
+109
925
$2K ﹤0.01%
+67
35 36
37
38 39