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
1476
$0 ﹤0.01%
+4
1477
$0 ﹤0.01%
+3
1478
$0 ﹤0.01%
+6
1479
$0 ﹤0.01%
+8
1480
$0 ﹤0.01%
+6
1481
$0 ﹤0.01%
+3
1482
$0 ﹤0.01%
+17
1483
$0 ﹤0.01%
+4
1484
$0 ﹤0.01%
+9
1485
$0 ﹤0.01%
+4
1486
$0 ﹤0.01%
+1
1487
$0 ﹤0.01%
+1
1488
$0 ﹤0.01%
+6
1489
$0 ﹤0.01%
+1
1490
$0 ﹤0.01%
+11
1491
$0 ﹤0.01%
+40
1492
$0 ﹤0.01%
+12
1493
$0 ﹤0.01%
+6
1494
0
1495
$0 ﹤0.01%
+4