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%
+129
1102
$1K ﹤0.01%
+14
1103
$1K ﹤0.01%
+17
1104
$1K ﹤0.01%
+16
1105
$1K ﹤0.01%
+19
1106
$1K ﹤0.01%
+119
1107
– –
0
1108
$1K ﹤0.01%
+5
1109
$1K ﹤0.01%
+27
1110
$1K ﹤0.01%
+97
1111
$1K ﹤0.01%
+78
1112
$1K ﹤0.01%
+23
1113
$1K ﹤0.01%
+27
1114
$1K ﹤0.01%
+16
1115
$1K ﹤0.01%
+24
1116
$1K ﹤0.01%
+40
1117
$1K ﹤0.01%
+62
1118
$1K ﹤0.01%
+3
1119
$1K ﹤0.01%
+2
1120
$1K ﹤0.01%
+14
1121
$1K ﹤0.01%
+3
1122
$1K ﹤0.01%
+30
1123
$1K ﹤0.01%
+98
1124
$1K ﹤0.01%
+31
1125
$1K ﹤0.01%
+15
43 44
45
46 47