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
251
$1.24M 0.06%
57,453
-18,197
252
$1.23M 0.06%
35,099
253
$1.22M 0.06%
17,076
-515
254
$1.21M 0.06%
9,629
-24
255
$1.21M 0.06%
18,069
+1,188
256
$1.2M 0.06%
22,922
+1,293
257
$1.2M 0.06%
22,986
258
$1.19M 0.06%
15,199
-121
259
$1.19M 0.06%
23,141
+2,449
260
$1.19M 0.06%
12,340
-304
261
$1.18M 0.06%
9,161
+75
262
$1.18M 0.06%
589,400
-15,300
263
$1.17M 0.06%
23,500
-4,605
264
$1.16M 0.05%
3,899
+382
265
$1.15M 0.05%
3,385
-15
266
$1.15M 0.05%
3,491
+364
267
$1.14M 0.05%
5,885
+89
268
$1.13M 0.05%
2,956
+41
269
$1.13M 0.05%
52,791
+19,387
270
$1.13M 0.05%
70,788
+17,463
271
$1.12M 0.05%
6,290
+2
272
$1.11M 0.05%
8,226
+6,145
273
$1.11M 0.05%
21,926
+2,044
274
$1.11M 0.05%
8,450
-17
275
$1.11M 0.05%
25,562
+4
9 10
11
12 13