MWP

Meridian Wealth Partners Portfolio holdings

AUM $726M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
+$67.1M
2
+$9.32M
3
+$4.37M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.32M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$4.26M

Top Sells

1
+$10.5M
2
+$8.35M
3
+$2.2M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.75M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$390K

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
326
$16K ﹤0.01%
+213
327
$16K ﹤0.01%
+256
328
$16K ﹤0.01%
+146
329
$16K ﹤0.01%
+306
330
$16K ﹤0.01%
+108
331
$16K ﹤0.01%
+169
332
$16K ﹤0.01%
+51
333
$16K ﹤0.01%
+78
334
$16K ﹤0.01%
+63
335
$16K ﹤0.01%
+63
336
$16K ﹤0.01%
+128
337
$16K ﹤0.01%
+571
338
$16K ﹤0.01%
+54
339
$16K ﹤0.01%
+172
340
$15K ﹤0.01%
+104
341
$15K ﹤0.01%
+52
342
$15K ﹤0.01%
+230
343
$15K ﹤0.01%
+254
344
$15K ﹤0.01%
+210
345
$15K ﹤0.01%
+80
346
$15K ﹤0.01%
+136
347
$15K ﹤0.01%
+219
348
$15K ﹤0.01%
+1,246
349
$15K ﹤0.01%
+400
350
$15K ﹤0.01%
+667
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