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
1276
$1K ﹤0.01%
+73
1277
$1K ﹤0.01%
+15
1278
$1K ﹤0.01%
+57
1279
$1K ﹤0.01%
+59
1280
$1K ﹤0.01%
+50
1281
$1K ﹤0.01%
+23
1282
$1K ﹤0.01%
+20
1283
$1K ﹤0.01%
+48
1284
$1K ﹤0.01%
+5
1285
$1K ﹤0.01%
+7
1286
$1K ﹤0.01%
+23
1287
$1K ﹤0.01%
+25
1288
$1K ﹤0.01%
+33
1289
$1K ﹤0.01%
+3
1290
$1K ﹤0.01%
+74
1291
$1K ﹤0.01%
+19
1292
$1K ﹤0.01%
+23
1293
$1K ﹤0.01%
+6
1294
$1K ﹤0.01%
+4
1295
$1K ﹤0.01%
+73
1296
$1K ﹤0.01%
+18
1297
$1K ﹤0.01%
+27
1298
$1K ﹤0.01%
+16
1299
$1K ﹤0.01%
+24
1300
$1K ﹤0.01%
+40
50 51
52
53 54