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
776
$4K ﹤0.01%
+18
777
$4K ﹤0.01%
+784
778
$4K ﹤0.01%
+115
779
$4K ﹤0.01%
+23
780
$4K ﹤0.01%
+39
781
$4K ﹤0.01%
+187
782
$4K ﹤0.01%
+45
783
$4K ﹤0.01%
+27
784
$4K ﹤0.01%
+32
785
$4K ﹤0.01%
+66
786
$4K ﹤0.01%
+47
787
$4K ﹤0.01%
+16
788
$4K ﹤0.01%
+9
789
$4K ﹤0.01%
+1,243
790
$4K ﹤0.01%
+14
791
$4K ﹤0.01%
+216
792
$4K ﹤0.01%
+83
793
$4K ﹤0.01%
+70
794
$4K ﹤0.01%
+95
795
$4K ﹤0.01%
+65
796
$4K ﹤0.01%
+20
797
$4K ﹤0.01%
+101
798
$4K ﹤0.01%
+238
799
$4K ﹤0.01%
+115
800
$4K ﹤0.01%
+72
30 31
32
33 34