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
376
$14K ﹤0.01%
+334
377
$13K ﹤0.01%
+60
378
$13K ﹤0.01%
+9
379
$13K ﹤0.01%
+143
380
$13K ﹤0.01%
+44
381
$13K ﹤0.01%
+19
382
$13K ﹤0.01%
+234
383
$13K ﹤0.01%
+98
384
$13K ﹤0.01%
+278
385
$13K ﹤0.01%
+500
386
$13K ﹤0.01%
+100
387
$13K ﹤0.01%
+203
388
$12K ﹤0.01%
+93
389
$12K ﹤0.01%
+100
390
$12K ﹤0.01%
+403
391
$12K ﹤0.01%
+163
392
$12K ﹤0.01%
+63
393
$12K ﹤0.01%
+342
394
$12K ﹤0.01%
+123
395
$12K ﹤0.01%
+121
396
$12K ﹤0.01%
+50
397
$12K ﹤0.01%
+11
398
$12K ﹤0.01%
+50
399
$12K ﹤0.01%
+440
400
$12K ﹤0.01%
+71
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