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
176
$42K 0.01%
358
+67
177
$41K 0.01%
+110
178
$41K 0.01%
794
+131
179
$41K 0.01%
311
+32
180
$41K 0.01%
1,073
181
$40K 0.01%
295
+28
182
$39K 0.01%
777
+247
183
$39K 0.01%
729
+149
184
$38K 0.01%
+570
185
$38K 0.01%
1,411
+40
186
$37K 0.01%
1,013
+18
187
$37K 0.01%
+1,600
188
$37K 0.01%
+669
189
$36K 0.01%
553
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190
$35K 0.01%
+443
191
$35K 0.01%
175
+14
192
$35K 0.01%
+112
193
$34K 0.01%
+1,420
194
$34K 0.01%
+220
195
$34K 0.01%
466
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196
$34K 0.01%
380
+140
197
$34K 0.01%
1,560
198
$34K 0.01%
667
+91
199
$33K 0.01%
2,375
+119
200
$33K 0.01%
118
+20
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8
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