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
251
$969K 0.08%
+25,243
252
$959K 0.08%
2,936
+2,413
253
$959K 0.08%
9,127
+890
254
$948K 0.08%
6,170
+3,110
255
$945K 0.08%
3,403
+184
256
$933K 0.08%
+2,394
257
$921K 0.08%
17,843
+13,157
258
$914K 0.07%
19,274
-3,998
259
$912K 0.07%
+10,880
260
$910K 0.07%
11,724
+2,595
261
$884K 0.07%
7,604
+4,556
262
$881K 0.07%
5,581
+694
263
$872K 0.07%
15,282
+5,569
264
$864K 0.07%
20,270
+4,319
265
$860K 0.07%
+11,967
266
$851K 0.07%
8,001
+1,043
267
$837K 0.07%
13,638
268
$836K 0.07%
9,960
+2,654
269
$833K 0.07%
+15,938
270
$820K 0.07%
3,704
+645
271
$819K 0.07%
28,277
+10,451
272
$818K 0.07%
16,167
-1,893
273
$811K 0.07%
+35,711
274
$809K 0.07%
9,405
+3,459
275
$800K 0.07%
2,453
-212
9 10
11
12 13