MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$392K 0.06%
3,291
+117
227
$391K 0.06%
3,240
-258
228
$391K 0.06%
+8,399
229
$389K 0.06%
4,252
-24
230
$383K 0.06%
+1,469
231
$382K 0.06%
5,555
-160
232
$373K 0.06%
11,275
-675
233
$371K 0.06%
+23,118
234
$370K 0.06%
+2,569
235
$370K 0.06%
2,257
+225
236
$366K 0.06%
+4,082
237
$365K 0.06%
+1,341
238
$361K 0.06%
506
+35
239
$361K 0.06%
9,398
+12
240
$359K 0.06%
+2,258
241
$353K 0.06%
2,010
+6
242
$347K 0.06%
+2,996
243
$346K 0.05%
693
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244
$338K 0.05%
2,555
-916
245
$336K 0.05%
+11,855
246
$335K 0.05%
1,461
+610
247
$335K 0.05%
4,863
+1,084
248
$335K 0.05%
+5,885
249
$322K 0.05%
1,997
+42
250
$318K 0.05%
1,887
+53
8 9
10
11 12