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
226
$28K 0.01%
+84
227
$28K 0.01%
+331
228
$28K 0.01%
+203
229
$27K 0.01%
527
+69
230
$27K 0.01%
+441
231
$27K 0.01%
+123
232
$27K 0.01%
+1,432
233
$27K 0.01%
+298
234
$27K 0.01%
+45
235
$27K 0.01%
82
+23
236
$27K 0.01%
+1,039
237
$26K 0.01%
183
+21
238
$26K 0.01%
108
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239
$26K 0.01%
302
+30
240
$26K 0.01%
183
+16
241
$26K 0.01%
+825
242
$26K 0.01%
1,609
+31
243
$26K 0.01%
+53
244
$26K 0.01%
+321
245
$26K 0.01%
+168
246
$25K 0.01%
+286
247
$25K 0.01%
+800
248
$25K 0.01%
187
+12
249
$25K 0.01%
+39
250
$25K 0.01%
+277
8 9
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