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
501
$8K ﹤0.01%
+126
502
$8K ﹤0.01%
+31
503
$8K ﹤0.01%
+214
504
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+72
505
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+22
506
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+62
507
$8K ﹤0.01%
+248
508
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509
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+43
510
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+56
511
$8K ﹤0.01%
+117
512
$8K ﹤0.01%
+30
513
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+43
514
$8K ﹤0.01%
+218
515
$8K ﹤0.01%
+240
516
$8K ﹤0.01%
+33
517
$8K ﹤0.01%
+385
518
$8K ﹤0.01%
+670
519
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+223
520
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+63
521
$8K ﹤0.01%
+700
522
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+21
523
$8K ﹤0.01%
+97
524
$8K ﹤0.01%
+28
525
$8K ﹤0.01%
+458
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