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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.07%
13,224
+95
227
$1.44M 0.07%
4,190
-140
228
$1.42M 0.07%
55,245
+39,311
229
$1.4M 0.07%
48,080
+425
230
$1.4M 0.07%
31,776
+2,444
231
$1.39M 0.07%
146,109
+15,640
232
$1.38M 0.07%
9,914
-197
233
$1.37M 0.06%
60,044
+1,010
234
$1.36M 0.06%
8,285
+99
235
$1.36M 0.06%
16,041
+31
236
$1.35M 0.06%
4,200
-11
237
$1.33M 0.06%
4,750
+42
238
$1.32M 0.06%
38,669
+2,377
239
$1.32M 0.06%
21,562
-434
240
$1.31M 0.06%
5,816
-158
241
$1.31M 0.06%
28,316
242
$1.31M 0.06%
8,747
+406
243
$1.31M 0.06%
4,847
+1
244
$1.3M 0.06%
13,471
+4,794
245
$1.3M 0.06%
4,625
-241
246
$1.29M 0.06%
11,500
247
$1.28M 0.06%
+16,613
248
$1.28M 0.06%
21,563
+611
249
$1.27M 0.06%
14,243
+1,606
250
$1.26M 0.06%
13,898
+14
8 9
10
11 12