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
1251
$1K ﹤0.01%
+19
1252
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+11
1253
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+59
1254
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+5
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1256
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+80
1257
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+15
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+2
1259
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+3
1261
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+30
1262
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+9
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+98
1264
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+77
1265
$1K ﹤0.01%
+160
1266
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+89
1267
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+75
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+25
1270
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+38
1271
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+9
1272
$1K ﹤0.01%
+2
1273
$1K ﹤0.01%
+15
1274
$1K ﹤0.01%
+67
1275
$1K ﹤0.01%
+33
49 50
51
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