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
1101
$1K ﹤0.01%
+10
1102
$1K ﹤0.01%
+52
1103
$1K ﹤0.01%
+9
1104
$1K ﹤0.01%
+25
1105
$1K ﹤0.01%
+245
1106
$1K ﹤0.01%
+20
1107
$1K ﹤0.01%
+29
1108
$1K ﹤0.01%
+22
1109
$1K ﹤0.01%
+14
1110
$1K ﹤0.01%
+11
1111
$1K ﹤0.01%
+52
1112
$1K ﹤0.01%
+4
1113
$1K ﹤0.01%
+152
1114
$1K ﹤0.01%
+23
1115
$1K ﹤0.01%
+50
1116
$1K ﹤0.01%
+76
1117
$1K ﹤0.01%
+31
1118
$1K ﹤0.01%
+15
1119
$1K ﹤0.01%
+11
1120
$1K ﹤0.01%
+118
1121
$1K ﹤0.01%
+106
1122
$1K ﹤0.01%
+52
1123
$1K ﹤0.01%
+13
1124
$1K ﹤0.01%
+67
1125
$1K ﹤0.01%
+18
43 44
45
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