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
1051
$2K ﹤0.01%
+44
1052
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+14
1053
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+12
1054
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+37
1055
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+77
1056
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+13
1057
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+34
1058
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+12
1059
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+35
1060
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+600
1061
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+156
1062
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+137
1063
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+102
1064
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+193
1065
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+86
1066
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+186
1067
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+50
1068
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+46
1069
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+46
1070
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+59
1071
$2K ﹤0.01%
+188
1072
$2K ﹤0.01%
+13
1073
$2K ﹤0.01%
+38
1074
$2K ﹤0.01%
+34
1075
$2K ﹤0.01%
+51
41 42
43
44 45