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
476
$9K ﹤0.01%
+498
477
$9K ﹤0.01%
+47
478
$9K ﹤0.01%
+139
479
$9K ﹤0.01%
+90
480
$9K ﹤0.01%
+263
481
$9K ﹤0.01%
+139
482
$9K ﹤0.01%
+19
483
$9K ﹤0.01%
+101
484
$9K ﹤0.01%
+142
485
$9K ﹤0.01%
+345
486
$9K ﹤0.01%
+713
487
$9K ﹤0.01%
+154
488
$9K ﹤0.01%
+236
489
$9K ﹤0.01%
+274
490
$9K ﹤0.01%
+180
491
$9K ﹤0.01%
+40
492
$9K ﹤0.01%
+162
493
$9K ﹤0.01%
+51
494
$9K ﹤0.01%
+219
495
$9K ﹤0.01%
+1,960
496
$9K ﹤0.01%
+211
497
$9K ﹤0.01%
+36
498
$8K ﹤0.01%
+30
499
$8K ﹤0.01%
+218
500
$8K ﹤0.01%
+150
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