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
751
$4K ﹤0.01%
+370
752
$4K ﹤0.01%
+30
753
$4K ﹤0.01%
+28
754
$4K ﹤0.01%
+11
755
$4K ﹤0.01%
+238
756
$4K ﹤0.01%
+51
757
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+16
758
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+243
759
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+310
760
$4K ﹤0.01%
+28
761
$4K ﹤0.01%
+43
762
$4K ﹤0.01%
+125
763
$4K ﹤0.01%
+115
764
$4K ﹤0.01%
+18
765
$4K ﹤0.01%
+784
766
$4K ﹤0.01%
+115
767
$4K ﹤0.01%
+23
768
$4K ﹤0.01%
+39
769
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+86
770
$4K ﹤0.01%
+63
771
$4K ﹤0.01%
+95
772
$4K ﹤0.01%
+10
773
$4K ﹤0.01%
+72
774
$4K ﹤0.01%
+65
775
$4K ﹤0.01%
+166
29 30
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