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
1176
$1K ﹤0.01%
+19
1177
$1K ﹤0.01%
+6
1178
$1K ﹤0.01%
+25
1179
$1K ﹤0.01%
+6
1180
$1K ﹤0.01%
+5
1181
$1K ﹤0.01%
+25
1182
$1K ﹤0.01%
+170
1183
$1K ﹤0.01%
+10
1184
$1K ﹤0.01%
+92
1185
$1K ﹤0.01%
+7
1186
$1K ﹤0.01%
+29
1187
$1K ﹤0.01%
+3
1188
$1K ﹤0.01%
+5
1189
$1K ﹤0.01%
+116
1190
$1K ﹤0.01%
+17
1191
$1K ﹤0.01%
+10
1192
$1K ﹤0.01%
+29
1193
$1K ﹤0.01%
+39
1194
$1K ﹤0.01%
+55
1195
– –
0
1196
$1K ﹤0.01%
+16
1197
$1K ﹤0.01%
+117
1198
$1K ﹤0.01%
+87
1199
$1K ﹤0.01%
+3
1200
$1K ﹤0.01%
+21
46 47
48
49 50