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
251
$316K 0.05%
+4,164
252
$312K 0.05%
2,725
253
$308K 0.05%
+1,457
254
$302K 0.05%
+3,168
255
$299K 0.05%
+3,503
256
$296K 0.05%
+7,856
257
$295K 0.05%
+1,783
258
$294K 0.05%
3,204
+308
259
$288K 0.05%
9,400
-821
260
$287K 0.05%
5,491
+964
261
$287K 0.05%
9,542
-426
262
$285K 0.05%
+5,590
263
$283K 0.04%
1,155
+15
264
$282K 0.04%
1,262
265
$281K 0.04%
+1,086
266
$280K 0.04%
12,925
+1,277
267
$278K 0.04%
801
-53
268
$272K 0.04%
+1,783
269
$267K 0.04%
2,742
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270
$266K 0.04%
403
271
$264K 0.04%
30,054
+13,145
272
$263K 0.04%
+4,097
273
$261K 0.04%
2,698
+8
274
$259K 0.04%
+2,750
275
$259K 0.04%
9,556
+1,503
9 10
11
12 13