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
726
$5K ﹤0.01%
+76
727
$5K ﹤0.01%
+22
728
$5K ﹤0.01%
+191
729
$5K ﹤0.01%
+1,610
730
$5K ﹤0.01%
+118
731
$5K ﹤0.01%
+10
732
$4K ﹤0.01%
+370
733
$4K ﹤0.01%
+30
734
$4K ﹤0.01%
+243
735
$4K ﹤0.01%
+310
736
$4K ﹤0.01%
+95
737
$4K ﹤0.01%
+10
738
$4K ﹤0.01%
+72
739
$4K ﹤0.01%
+65
740
$4K ﹤0.01%
+166
741
$4K ﹤0.01%
+187
742
$4K ﹤0.01%
+45
743
$4K ﹤0.01%
+27
744
$4K ﹤0.01%
+32
745
$4K ﹤0.01%
+66
746
$4K ﹤0.01%
+78
747
$4K ﹤0.01%
+46
748
$4K ﹤0.01%
+115
749
$4K ﹤0.01%
+72
750
$4K ﹤0.01%
+60
28 29
30
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