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
426
$11K ﹤0.01%
+44
427
$11K ﹤0.01%
+51
428
$11K ﹤0.01%
+165
429
$11K ﹤0.01%
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430
$10K ﹤0.01%
+164
431
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+40
432
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433
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434
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435
$10K ﹤0.01%
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436
$10K ﹤0.01%
+86
437
$10K ﹤0.01%
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438
$10K ﹤0.01%
+95
439
$10K ﹤0.01%
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440
$10K ﹤0.01%
+122
441
$10K ﹤0.01%
+17
442
$10K ﹤0.01%
+165
443
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444
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+350
445
$10K ﹤0.01%
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446
$10K ﹤0.01%
+154
447
$10K ﹤0.01%
+572
448
$10K ﹤0.01%
+450
449
$10K ﹤0.01%
+17
450
$10K ﹤0.01%
+108
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