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
501
$8K ﹤0.01%
+117
502
$8K ﹤0.01%
+88
503
$8K ﹤0.01%
+71
504
$8K ﹤0.01%
+18
505
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+2,000
506
$8K ﹤0.01%
+392
507
$8K ﹤0.01%
+644
508
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+150
509
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+1,036
510
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+100
511
$8K ﹤0.01%
+126
512
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+31
513
$8K ﹤0.01%
+214
514
$8K ﹤0.01%
+72
515
$8K ﹤0.01%
+22
516
$8K ﹤0.01%
+62
517
$8K ﹤0.01%
+130
518
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+248
519
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+130
520
$8K ﹤0.01%
+43
521
$8K ﹤0.01%
+56
522
$8K ﹤0.01%
+117
523
$8K ﹤0.01%
+43
524
$8K ﹤0.01%
+218
525
$8K ﹤0.01%
+240
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