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
1251
$1K ﹤0.01%
+11
1252
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+11
1253
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+12
1254
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+8
1255
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+25
1256
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+45
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+129
1258
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+16
1261
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+19
1262
$1K ﹤0.01%
+119
1263
– –
0
1264
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+5
1265
$1K ﹤0.01%
+27
1266
$1K ﹤0.01%
+97
1267
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+100
1268
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+21
1270
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+21
1271
$1K ﹤0.01%
+84
1272
$1K ﹤0.01%
+78
1273
$1K ﹤0.01%
+20
1274
$1K ﹤0.01%
+15
1275
$1K ﹤0.01%
+21
49 50
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