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
201
$33K 0.01%
221
+21
202
$33K 0.01%
149
+40
203
$33K 0.01%
356
+1
204
$33K 0.01%
120
+16
205
$32K 0.01%
+494
206
$31K 0.01%
660
+100
207
$31K 0.01%
134
+14
208
$31K 0.01%
95
-10
209
$31K 0.01%
4,000
210
$31K 0.01%
+1,021
211
$31K 0.01%
400
212
$31K 0.01%
+882
213
$31K 0.01%
816
+356
214
$31K 0.01%
462
215
$30K 0.01%
+106
216
$30K 0.01%
173
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217
$30K 0.01%
+908
218
$30K 0.01%
254
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219
$29K 0.01%
252
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220
$29K 0.01%
+143
221
$29K 0.01%
+85
222
$28K 0.01%
+222
223
$28K 0.01%
+115
224
$28K 0.01%
1,363
225
$28K 0.01%
155
+42
7 8
9
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