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
451
$10K ﹤0.01%
+54
452
$10K ﹤0.01%
+429
453
$10K ﹤0.01%
+60
454
$10K ﹤0.01%
+50
455
$10K ﹤0.01%
+229
456
$10K ﹤0.01%
+67
457
$10K ﹤0.01%
+207
458
$10K ﹤0.01%
+551
459
$9K ﹤0.01%
+25
460
$9K ﹤0.01%
+100
461
$9K ﹤0.01%
+147
462
$9K ﹤0.01%
+194
463
$9K ﹤0.01%
+40
464
$9K ﹤0.01%
+988
465
$9K ﹤0.01%
+27
466
$9K ﹤0.01%
+403
467
$9K ﹤0.01%
+228
468
$9K ﹤0.01%
+74
469
$9K ﹤0.01%
+55
470
$9K ﹤0.01%
+96
471
$9K ﹤0.01%
+58
472
$9K ﹤0.01%
+200
473
$9K ﹤0.01%
+412
474
$9K ﹤0.01%
+79
475
$9K ﹤0.01%
+316
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