MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
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
101
$116K 0.03%
2,240
-443
102
$116K 0.03%
2,225
103
$114K 0.03%
2,237
-254
104
$113K 0.03%
343
+210
105
$113K 0.03%
216
+91
106
$112K 0.03%
236
+6
107
$107K 0.03%
471
+208
108
$106K 0.03%
+5,200
109
$104K 0.03%
2,110
110
$103K 0.03%
1,770
-1,026
111
$102K 0.03%
2,545
+177
112
$101K 0.03%
2,108
+69
113
$100K 0.03%
3,815
114
$98K 0.03%
518
+115
115
$98K 0.03%
900
116
$95K 0.03%
7,730
+2,176
117
$94K 0.03%
252
+72
118
$92K 0.03%
577
-4
119
$91K 0.03%
692
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120
$89K 0.03%
2,769
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121
$88K 0.03%
534
+2
122
$88K 0.03%
618
+12
123
$82K 0.02%
1,565
+98
124
$81K 0.02%
1,374
+36
125
$80K 0.02%
688
-663
3 4
5
6 7