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
876
$3K ﹤0.01%
+30
877
$3K ﹤0.01%
+36
878
$3K ﹤0.01%
+111
879
$3K ﹤0.01%
+157
880
$3K ﹤0.01%
+34
881
$3K ﹤0.01%
+26
882
$3K ﹤0.01%
+37
883
$3K ﹤0.01%
+36
884
$3K ﹤0.01%
+12
885
$3K ﹤0.01%
+54
886
$3K ﹤0.01%
+55
887
$3K ﹤0.01%
+218
888
$3K ﹤0.01%
+18
889
$3K ﹤0.01%
+22
890
$3K ﹤0.01%
+28
891
$3K ﹤0.01%
+129
892
$3K ﹤0.01%
+110
893
$3K ﹤0.01%
+154
894
$3K ﹤0.01%
+23
895
$3K ﹤0.01%
+644
896
$3K ﹤0.01%
+110
897
$3K ﹤0.01%
+57
898
$3K ﹤0.01%
+42
899
$3K ﹤0.01%
+167
900
$3K ﹤0.01%
+154
34 35
36
37 38