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%
+1,043
827
$3K ﹤0.01%
+42
828
$3K ﹤0.01%
+5
829
$3K ﹤0.01%
+48
830
$3K ﹤0.01%
+181
831
$3K ﹤0.01%
+40
832
$3K ﹤0.01%
+22
833
$3K ﹤0.01%
+95
834
$3K ﹤0.01%
+76
835
$3K ﹤0.01%
+80
836
$3K ﹤0.01%
+23
837
$3K ﹤0.01%
+55
838
$3K ﹤0.01%
+123
839
$3K ﹤0.01%
+892
840
$3K ﹤0.01%
+636
841
$3K ﹤0.01%
+239
842
$3K ﹤0.01%
+31
843
$3K ﹤0.01%
+599
844
$3K ﹤0.01%
+60
845
$3K ﹤0.01%
+134
846
$3K ﹤0.01%
+45
847
$3K ﹤0.01%
+34
848
$3K ﹤0.01%
+107
849
$3K ﹤0.01%
+27
850
$3K ﹤0.01%
+77
32 33
34
35 36