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
1026
$2K ﹤0.01%
+131
1027
$2K ﹤0.01%
+136
1028
$2K ﹤0.01%
+28
1029
$2K ﹤0.01%
+40
1030
$2K ﹤0.01%
+100
1031
$2K ﹤0.01%
+71
1032
$2K ﹤0.01%
+189
1033
$2K ﹤0.01%
+80
1034
$2K ﹤0.01%
+63
1035
$2K ﹤0.01%
+300
1036
$2K ﹤0.01%
+62
1037
$2K ﹤0.01%
+61
1038
$2K ﹤0.01%
+9
1039
$2K ﹤0.01%
+12
1040
$2K ﹤0.01%
+29
1041
$2K ﹤0.01%
+103
1042
$2K ﹤0.01%
+31
1043
$2K ﹤0.01%
+50
1044
$2K ﹤0.01%
+44
1045
$2K ﹤0.01%
+74
1046
$2K ﹤0.01%
+23
1047
$2K ﹤0.01%
+397
1048
$2K ﹤0.01%
+233
1049
$2K ﹤0.01%
+69
1050
$2K ﹤0.01%
+68
40 41
42
43 44