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%
+33
527
$8K ﹤0.01%
+385
528
$8K ﹤0.01%
+670
529
$8K ﹤0.01%
+223
530
$8K ﹤0.01%
+63
531
$8K ﹤0.01%
+700
532
$8K ﹤0.01%
+21
533
$8K ﹤0.01%
+97
534
$7K ﹤0.01%
+26
535
$7K ﹤0.01%
+81
536
$7K ﹤0.01%
+59
537
$7K ﹤0.01%
+65
538
$7K ﹤0.01%
+101
539
$7K ﹤0.01%
+91
540
$7K ﹤0.01%
+235
541
$7K ﹤0.01%
+164
542
$7K ﹤0.01%
+118
543
$7K ﹤0.01%
+178
544
$7K ﹤0.01%
+243
545
$7K ﹤0.01%
+236
546
$7K ﹤0.01%
+183
547
$7K ﹤0.01%
+200
548
$7K ﹤0.01%
+24
549
$7K ﹤0.01%
+51
550
$7K ﹤0.01%
+350
20 21
22
23 24