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
926
$2K ﹤0.01%
+33
927
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+55
928
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+53
929
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+89
930
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931
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+49
932
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+24
933
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934
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935
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+131
936
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+136
937
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938
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+40
939
$2K ﹤0.01%
+100
940
$2K ﹤0.01%
+71
941
$2K ﹤0.01%
+189
942
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943
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944
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+300
945
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+198
946
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+62
947
$2K ﹤0.01%
+5
948
$2K ﹤0.01%
+19
949
$2K ﹤0.01%
+67
950
$2K ﹤0.01%
+92
36 37
38
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