MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.9M 0.07%
5,067
+368
227
$1.87M 0.07%
5,626
+1,229
228
$1.86M 0.07%
70,030
+13,133
229
$1.86M 0.07%
71,904
-1,431
230
$1.86M 0.07%
2,332
+659
231
$1.86M 0.07%
186,294
+8,700
232
$1.85M 0.07%
107,794
-8,883
233
$1.85M 0.07%
36,902
+11,899
234
$1.83M 0.07%
27,989
-600
235
$1.8M 0.07%
15,756
-1,411
236
$1.8M 0.07%
26,672
-631
237
$1.8M 0.07%
14,525
+259
238
$1.79M 0.07%
26,128
-3,682
239
$1.79M 0.07%
36,486
+3,334
240
$1.77M 0.07%
75,413
+10,234
241
$1.77M 0.07%
7,999
-286
242
$1.76M 0.07%
18,350
+4,577
243
$1.76M 0.07%
20,962
-3,000
244
$1.74M 0.07%
10,625
-2,264
245
$1.74M 0.07%
57,679
-1,815
246
$1.71M 0.07%
15,970
+1,369
247
$1.69M 0.06%
21,040
+1,085
248
$1.68M 0.06%
4,593
+270
249
$1.66M 0.06%
12,410
+1,551
250
$1.66M 0.06%
16,069
+155
8 9
10
11 12