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
1101
$1K ﹤0.01%
+118
1102
$1K ﹤0.01%
+11
1103
$1K ﹤0.01%
+36
1104
$1K ﹤0.01%
+11
1105
$1K ﹤0.01%
+10
1106
$1K ﹤0.01%
+6
1107
$1K ﹤0.01%
+20
1108
$1K ﹤0.01%
+92
1109
$1K ﹤0.01%
+8
1110
$1K ﹤0.01%
+14
1111
$1K ﹤0.01%
+9
1112
$1K ﹤0.01%
+52
1113
$1K ﹤0.01%
+13
1114
$1K ﹤0.01%
+67
1115
$1K ﹤0.01%
+18
1116
$1K ﹤0.01%
+39
1117
$1K ﹤0.01%
+27
1118
$1K ﹤0.01%
+8
1119
$1K ﹤0.01%
+38
1120
$1K ﹤0.01%
+9
1121
$1K ﹤0.01%
+7
1122
$1K ﹤0.01%
+316
1123
$1K ﹤0.01%
+55
1124
$1K ﹤0.01%
+5
1125
$1K ﹤0.01%
+18
43 44
45
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