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%
+21
1052
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+126
1053
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+19
1054
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+44
1055
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+1,421
1056
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+119
1057
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+25
1058
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+11
1059
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+124
1060
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+76
1061
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+284
1062
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+28
1063
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+34
1064
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+115
1065
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+36
1066
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+41
1067
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+30
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+50
1069
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+64
1070
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+55
1071
$2K ﹤0.01%
+41
1072
$2K ﹤0.01%
+19
1073
$2K ﹤0.01%
+70
1074
$2K ﹤0.01%
+29
1075
$2K ﹤0.01%
+9
41 42
43
44 45