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
276
$21K 0.01%
236
-188
277
$21K 0.01%
+74
278
$21K 0.01%
+357
279
$21K 0.01%
+403
280
$21K 0.01%
+387
281
$20K 0.01%
240
282
$20K 0.01%
+102
283
$20K 0.01%
+198
284
$20K 0.01%
456
+30
285
$20K 0.01%
+106
286
$19K 0.01%
+31
287
$19K 0.01%
+1,160
288
$19K 0.01%
+50
289
$19K 0.01%
+309
290
$19K 0.01%
+310
291
$19K 0.01%
+223
292
$19K 0.01%
+188
293
$18K 0.01%
+208
294
$18K 0.01%
+375
295
$18K 0.01%
+114
296
$18K 0.01%
+251
297
$18K 0.01%
+49
298
$18K 0.01%
+100
299
$18K 0.01%
+724
300
$18K 0.01%
+4,384
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