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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.09%
7,997
+4,710
227
$1.14M 0.09%
9,131
+3,341
228
$1.14M 0.09%
7,878
+2,534
229
$1.14M 0.09%
14,268
+1,027
230
$1.14M 0.09%
9,642
+583
231
$1.13M 0.09%
+41,781
232
$1.13M 0.09%
300,750
233
$1.12M 0.09%
6,670
-82
234
$1.12M 0.09%
58,940
+28,940
235
$1.11M 0.09%
14,562
+473
236
$1.11M 0.09%
+27,557
237
$1.09M 0.09%
11,519
+19
238
$1.06M 0.09%
7,606
+219
239
$1.04M 0.09%
9,959
+3,676
240
$1.04M 0.08%
38,972
+16,801
241
$1.04M 0.08%
16,052
-1,546
242
$1.03M 0.08%
5,652
+1,584
243
$1.03M 0.08%
+47,737
244
$1.03M 0.08%
26,273
+15,742
245
$1.03M 0.08%
+12,830
246
$1.02M 0.08%
23,524
+18,899
247
$1.02M 0.08%
+29,249
248
$1M 0.08%
10,636
+5,914
249
$987K 0.08%
12,011
+7,998
250
$971K 0.08%
9,500
+7,325
8 9
10
11 12