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
251
$1.64M 0.06%
72,308
+8,720
252
$1.61M 0.06%
11,133
+2,868
253
$1.59M 0.06%
37,674
+9,982
254
$1.57M 0.06%
21,363
+4,818
255
$1.56M 0.06%
10,958
+2,153
256
$1.54M 0.06%
2,030
-53
257
$1.53M 0.06%
22,540
+327
258
$1.52M 0.06%
35,632
-224
259
$1.52M 0.06%
26,428
-132,411
260
$1.51M 0.06%
28,082
-234
261
$1.5M 0.06%
4,867
+56
262
$1.48M 0.06%
4,620
-571
263
$1.47M 0.06%
20,396
+1,775
264
$1.46M 0.06%
6,786
-45
265
$1.45M 0.06%
18,555
+637
266
$1.43M 0.05%
25,383
-3,333
267
$1.43M 0.05%
24,967
+1,661
268
$1.42M 0.05%
13,351
+1,168
269
$1.42M 0.05%
18,621
+2,067
270
$1.42M 0.05%
24,080
+703
271
$1.4M 0.05%
31,388
+63
272
$1.38M 0.05%
12,621
+7,926
273
$1.37M 0.05%
20,278
-1,143
274
$1.35M 0.05%
16,253
+101
275
$1.34M 0.05%
20,842
+150
9 10
11
12 13