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
151
$54K 0.02%
3,312
152
$54K 0.02%
318
+116
153
$53K 0.02%
465
+115
154
$52K 0.02%
1,154
+65
155
$51K 0.02%
238
+18
156
$51K 0.02%
744
+116
157
$50K 0.02%
1,682
158
$50K 0.02%
694
159
$49K 0.01%
629
+272
160
$47K 0.01%
614
+213
161
$47K 0.01%
+124
162
$47K 0.01%
441
+182
163
$46K 0.01%
713
+322
164
$46K 0.01%
488
+181
165
$46K 0.01%
666
+74
166
$46K 0.01%
1,839
+6
167
$45K 0.01%
257
+75
168
$45K 0.01%
2,000
169
$44K 0.01%
895
+26
170
$44K 0.01%
609
+70
171
$44K 0.01%
1,608
+23
172
$44K 0.01%
166
+66
173
$43K 0.01%
314
+127
174
$43K 0.01%
195
+26
175
$42K 0.01%
1,148
-67
5 6
7
8 9