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
826
$3K ﹤0.01%
+80
827
$3K ﹤0.01%
+23
828
$3K ﹤0.01%
+55
829
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+123
830
$3K ﹤0.01%
+892
831
$3K ﹤0.01%
+636
832
$3K ﹤0.01%
+239
833
$3K ﹤0.01%
+31
834
$3K ﹤0.01%
+599
835
$3K ﹤0.01%
+60
836
$3K ﹤0.01%
+45
837
$3K ﹤0.01%
+34
838
$3K ﹤0.01%
+107
839
$3K ﹤0.01%
+42
840
$3K ﹤0.01%
+27
841
$3K ﹤0.01%
+77
842
$3K ﹤0.01%
+36
843
$3K ﹤0.01%
+177
844
$3K ﹤0.01%
+59
845
$3K ﹤0.01%
+21
846
$3K ﹤0.01%
+281
847
$3K ﹤0.01%
+21
848
$3K ﹤0.01%
+167
849
$3K ﹤0.01%
+12
850
$3K ﹤0.01%
+19
32 33
34
35 36