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
951
$2K ﹤0.01%
+17
952
$2K ﹤0.01%
+65
953
$2K ﹤0.01%
+96
954
$2K ﹤0.01%
+77
955
$2K ﹤0.01%
+33
956
$2K ﹤0.01%
+39
957
$2K ﹤0.01%
+21
958
$2K ﹤0.01%
+29
959
$2K ﹤0.01%
+9
960
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+34
961
$2K ﹤0.01%
+40
962
$2K ﹤0.01%
+41
963
$2K ﹤0.01%
+44
964
$2K ﹤0.01%
+600
965
$2K ﹤0.01%
+53
966
$2K ﹤0.01%
+89
967
$2K ﹤0.01%
+136
968
$2K ﹤0.01%
+8
969
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+50
970
$2K ﹤0.01%
+17
971
$2K ﹤0.01%
+24
972
$2K ﹤0.01%
+19
973
$2K ﹤0.01%
+31
974
$2K ﹤0.01%
+7
975
$2K ﹤0.01%
+189
37 38
39
40 41