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
526
$8K ﹤0.01%
+458
527
$8K ﹤0.01%
+117
528
$8K ﹤0.01%
+88
529
$8K ﹤0.01%
+71
530
$8K ﹤0.01%
+18
531
$8K ﹤0.01%
+2,000
532
$8K ﹤0.01%
+392
533
$8K ﹤0.01%
+644
534
$7K ﹤0.01%
+226
535
$7K ﹤0.01%
+56
536
$7K ﹤0.01%
+665
537
$7K ﹤0.01%
+40
538
$7K ﹤0.01%
+89
539
$7K ﹤0.01%
+370
540
$7K ﹤0.01%
+26
541
$7K ﹤0.01%
+81
542
$7K ﹤0.01%
+59
543
$7K ﹤0.01%
+65
544
$7K ﹤0.01%
+101
545
$7K ﹤0.01%
+91
546
$7K ﹤0.01%
+118
547
$7K ﹤0.01%
+178
548
$7K ﹤0.01%
+243
549
$7K ﹤0.01%
+236
550
$7K ﹤0.01%
+183
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