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%
+36
727
$5K ﹤0.01%
+176
728
$5K ﹤0.01%
+135
729
$5K ﹤0.01%
+143
730
$5K ﹤0.01%
+300
731
$5K ﹤0.01%
+577
732
$4K ﹤0.01%
+14
733
$4K ﹤0.01%
+34
734
$4K ﹤0.01%
+27
735
$4K ﹤0.01%
+192
736
$4K ﹤0.01%
+18
737
$4K ﹤0.01%
+784
738
$4K ﹤0.01%
+115
739
$4K ﹤0.01%
+23
740
$4K ﹤0.01%
+39
741
$4K ﹤0.01%
+86
742
$4K ﹤0.01%
+95
743
$4K ﹤0.01%
+36
744
$4K ﹤0.01%
+14
745
$4K ﹤0.01%
+19
746
$4K ﹤0.01%
+70
747
$4K ﹤0.01%
+148
748
$4K ﹤0.01%
+1,035
749
$4K ﹤0.01%
+74
750
$4K ﹤0.01%
+112
28 29
30
31 32