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
1001
$2K ﹤0.01%
+103
1002
$2K ﹤0.01%
+31
1003
$2K ﹤0.01%
+50
1004
$2K ﹤0.01%
+33
1005
$2K ﹤0.01%
+44
1006
$2K ﹤0.01%
+74
1007
$2K ﹤0.01%
+23
1008
$2K ﹤0.01%
+397
1009
$2K ﹤0.01%
+233
1010
$2K ﹤0.01%
+69
1011
$2K ﹤0.01%
+68
1012
$2K ﹤0.01%
+21
1013
$2K ﹤0.01%
+126
1014
$2K ﹤0.01%
+19
1015
$2K ﹤0.01%
+44
1016
$2K ﹤0.01%
+1,421
1017
$2K ﹤0.01%
+119
1018
$2K ﹤0.01%
+25
1019
$2K ﹤0.01%
+11
1020
$2K ﹤0.01%
+124
1021
$2K ﹤0.01%
+76
1022
$2K ﹤0.01%
+284
1023
$2K ﹤0.01%
+40
1024
$2K ﹤0.01%
+200
1025
$2K ﹤0.01%
+153
39 40
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