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
301
$18K 0.01%
+522
302
$18K 0.01%
+116
303
$18K 0.01%
+127
304
$18K 0.01%
+462
305
$17K 0.01%
+216
306
$17K 0.01%
+65
307
$17K 0.01%
+216
308
$17K 0.01%
+460
309
$17K 0.01%
+500
310
$17K 0.01%
+943
311
$17K 0.01%
+350
312
$17K 0.01%
+369
313
$17K 0.01%
+125
314
$17K 0.01%
+385
315
$17K 0.01%
+87
316
$17K 0.01%
+69
317
$17K 0.01%
+77
318
$17K 0.01%
1,135
-974
319
$16K ﹤0.01%
+108
320
$16K ﹤0.01%
+137
321
$16K ﹤0.01%
+21
322
$16K ﹤0.01%
83
-258
323
$16K ﹤0.01%
+296
324
$16K ﹤0.01%
+143
325
$16K ﹤0.01%
+213
11 12
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