MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
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
76
$165K 0.05%
12,400
+4,160
77
$163K 0.05%
3,196
-1,562
78
$162K 0.05%
2,090
+8
79
$159K 0.05%
752
+34
80
$156K 0.05%
1,223
+100
81
$154K 0.05%
8,848
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82
$153K 0.05%
3,944
+1,667
83
$151K 0.05%
3,351
+270
84
$142K 0.04%
2,722
-58
85
$140K 0.04%
591
86
$140K 0.04%
390
87
$137K 0.04%
749
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88
$136K 0.04%
297
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89
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650
90
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1,210
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91
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406
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92
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511
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94
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781
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95
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346
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96
$122K 0.04%
1,171
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97
$122K 0.04%
535
98
$121K 0.04%
877
+27
99
$120K 0.04%
903
100
$119K 0.04%
6,334
2 3
4
5 6