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
1151
$1K ﹤0.01%
+7
1152
$1K ﹤0.01%
+16
1153
$1K ﹤0.01%
+32
1154
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+435
1155
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+50
1156
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+77
1157
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+131
1158
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+89
1159
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+22
1160
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+16
1161
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+35
1162
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+20
1163
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+50
1164
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+7
1165
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+20
1166
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+24
1167
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+39
1168
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+15
1169
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+446
1170
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+26
1171
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+43
1172
$1K ﹤0.01%
+6
1173
$1K ﹤0.01%
+29
1174
$1K ﹤0.01%
+12
1175
$1K ﹤0.01%
+9
45 46
47
48 49