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
126
$79K 0.02%
327
+78
127
$79K 0.02%
306
-11
128
$77K 0.02%
706
129
$77K 0.02%
593
+112
130
$76K 0.02%
152
+63
131
$71K 0.02%
337
-23
132
$71K 0.02%
1,396
133
$70K 0.02%
652
+50
134
$66K 0.02%
516
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135
$65K 0.02%
1,556
+267
136
$65K 0.02%
794
+136
137
$64K 0.02%
2,078
+176
138
$64K 0.02%
713
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139
$64K 0.02%
424
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140
$63K 0.02%
576
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141
$60K 0.02%
2,245
-1,056
142
$60K 0.02%
170
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143
$60K 0.02%
4,500
144
$59K 0.02%
295
+126
145
$58K 0.02%
1,116
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146
$57K 0.02%
427
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147
$57K 0.02%
313
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148
$56K 0.02%
887
+387
149
$55K 0.02%
2,170
150
$54K 0.02%
289
+93
4 5
6
7 8