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
1201
$1K ﹤0.01%
+24
1202
$1K ﹤0.01%
+19
1203
$1K ﹤0.01%
+6
1204
$1K ﹤0.01%
+15
1205
$1K ﹤0.01%
+5
1206
$1K ﹤0.01%
+211
1207
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+4
1208
$1K ﹤0.01%
+25
1209
$1K ﹤0.01%
+6
1210
$1K ﹤0.01%
+5
1211
$1K ﹤0.01%
+10
1212
$1K ﹤0.01%
+40
1213
$1K ﹤0.01%
+84
1214
$1K ﹤0.01%
+11
1215
$1K ﹤0.01%
+11
1216
$1K ﹤0.01%
+12
1217
$1K ﹤0.01%
+45
1218
$1K ﹤0.01%
+129
1219
$1K ﹤0.01%
+14
1220
$1K ﹤0.01%
+3
1221
$1K ﹤0.01%
+5
1222
$1K ﹤0.01%
+116
1223
$1K ﹤0.01%
+17
1224
$1K ﹤0.01%
+10
1225
$1K ﹤0.01%
+29
47 48
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