MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
This Quarter Return
+5.36%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$2.47M
AUM Growth
+$2.47M
Cap. Flow
-$4.02M
Cap. Flow %
-162.6%
Top 10 Hldgs %
38.94%
Holding
549
New
356
Increased
93
Reduced
77
Closed
12

Top Buys

1
DIS icon
Walt Disney
DIS
$37.2K
2
CRM icon
Salesforce
CRM
$27.5K
3
BUD icon
AB InBev
BUD
$12.1K
4
AAPL icon
Apple
AAPL
$11.1K
5
BYND icon
Beyond Meat
BYND
$7.09K

Top Sells

1
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
$967K
2
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$423K
3
DATA
Tableau Software, Inc.
DATA
$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IEI icon
226
iShares 3-7 Year Treasury Bond ETF
IEI
$16.7B
$1.67K 0.07%
1,325
-500
-27% -$629
CBRE icon
227
CBRE Group
CBRE
$47.5B
$1.66K 0.07%
+3,240
New +$1.66K
SLF icon
228
Sun Life Financial
SLF
$32.4B
$1.64K 0.07%
+3,957
New +$1.64K
SPYG icon
229
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40B
$1.63K 0.07%
+4,217
New +$1.63K
PAGS icon
230
PagSeguro Digital
PAGS
$2.63B
$1.63K 0.07%
+4,175
New +$1.63K
TSCO icon
231
Tractor Supply
TSCO
$32.6B
$1.62K 0.07%
+1,492
New +$1.62K
IJR icon
232
iShares Core S&P Small-Cap ETF
IJR
$84.5B
$1.62K 0.07%
+2,069
New +$1.62K
DOW icon
233
Dow Inc
DOW
$17.3B
$1.6K 0.06%
+3,251
New +$1.6K
TSN icon
234
Tyson Foods
TSN
$20.1B
$1.6K 0.06%
+1,984
New +$1.6K
VCIT icon
235
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
$1.6K 0.06%
+1,781
New +$1.6K
CHTR icon
236
Charter Communications
CHTR
$36.1B
$1.58K 0.06%
400
-1,120
-74% -$4.43K
SCHZ icon
237
Schwab US Aggregate Bond ETF
SCHZ
$8.8B
$1.58K 0.06%
+2,972
New +$1.58K
GES icon
238
Guess, Inc.
GES
$879M
$1.54K 0.06%
+9,554
New +$1.54K
VCSH icon
239
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
$1.54K 0.06%
+1,908
New +$1.54K
TWLO icon
240
Twilio
TWLO
$16B
$1.5K 0.06%
+1,101
New +$1.5K
USMV icon
241
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.5K 0.06%
+2,429
New +$1.5K
VRSN icon
242
VeriSign
VRSN
$25.5B
$1.46K 0.06%
+700
New +$1.46K
TOWN icon
243
Towne Bank
TOWN
$2.74B
$1.46K 0.06%
+5,360
New +$1.46K
COF icon
244
Capital One
COF
$143B
$1.42K 0.06%
+1,565
New +$1.42K
BCE icon
245
BCE
BCE
$22.8B
$1.4K 0.06%
+3,075
New +$1.4K
TT icon
246
Trane Technologies
TT
$91.4B
$1.39K 0.06%
+1,100
New +$1.39K
VOT icon
247
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$1.39K 0.06%
+931
New +$1.39K
YUM icon
248
Yum! Brands
YUM
$40.4B
$1.38K 0.06%
+1,250
New +$1.38K
PGX icon
249
Invesco Preferred ETF
PGX
$3.85B
$1.38K 0.06%
+9,419
New +$1.38K
BSJN
250
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$1.34K 0.05%
+5,150
New +$1.34K
8 9
10
11 12