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
551
$7K ﹤0.01%
+36
552
$7K ﹤0.01%
+355
553
$7K ﹤0.01%
+100
554
$7K ﹤0.01%
+90
555
$7K ﹤0.01%
+220
556
$7K ﹤0.01%
+500
557
$7K ﹤0.01%
+404
558
$7K ﹤0.01%
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559
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560
$7K ﹤0.01%
+440
561
$7K ﹤0.01%
+300
562
$7K ﹤0.01%
+42
563
$7K ﹤0.01%
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564
$7K ﹤0.01%
+145
565
$7K ﹤0.01%
+335
566
$7K ﹤0.01%
+128
567
$7K ﹤0.01%
+27
568
$7K ﹤0.01%
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569
$7K ﹤0.01%
+50
570
$7K ﹤0.01%
+151
571
$7K ﹤0.01%
+56
572
$7K ﹤0.01%
+183
573
$7K ﹤0.01%
+113
574
$7K ﹤0.01%
+96
575
$7K ﹤0.01%
+150
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