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
251
$25K 0.01%
+392
252
$25K 0.01%
435
253
$25K 0.01%
+250
254
$24K 0.01%
251
-445
255
$24K 0.01%
1,094
+8
256
$24K 0.01%
+1,525
257
$24K 0.01%
88
-52
258
$23K 0.01%
488
-28
259
$23K 0.01%
+714
260
$23K 0.01%
+214
261
$22K 0.01%
+90
262
$22K 0.01%
+246
263
$22K 0.01%
+295
264
$22K 0.01%
362
+2
265
$22K 0.01%
339
-4
266
$22K 0.01%
+380
267
$22K 0.01%
2,500
268
$22K 0.01%
190
+13
269
$22K 0.01%
+78
270
$22K 0.01%
330
+29
271
$22K 0.01%
+125
272
$21K 0.01%
+50
273
$21K 0.01%
+2,500
274
$21K 0.01%
+264
275
$21K 0.01%
+143
9 10
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