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
801
$4K ﹤0.01%
+60
802
$4K ﹤0.01%
+32
803
$4K ﹤0.01%
+36
804
$4K ﹤0.01%
+14
805
$4K ﹤0.01%
+148
806
$4K ﹤0.01%
+1,035
807
$4K ﹤0.01%
+112
808
$4K ﹤0.01%
+70
809
$4K ﹤0.01%
+22
810
$4K ﹤0.01%
+74
811
$3K ﹤0.01%
+106
812
$3K ﹤0.01%
+151
813
$3K ﹤0.01%
+40
814
$3K ﹤0.01%
+92
815
$3K ﹤0.01%
+65
816
$3K ﹤0.01%
+35
817
$3K ﹤0.01%
+38
818
$3K ﹤0.01%
+54
819
$3K ﹤0.01%
+13
820
$3K ﹤0.01%
+110
821
$3K ﹤0.01%
+71
822
$3K ﹤0.01%
+73
823
$3K ﹤0.01%
+280
824
$3K ﹤0.01%
+26
825
$3K ﹤0.01%
+37
31 32
33
34 35