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
276
$257K 0.04%
3,999
+569
277
$257K 0.04%
2,654
-427
278
$255K 0.04%
3,650
-185
279
$253K 0.04%
+9,292
280
$251K 0.04%
3,018
-2,279
281
$250K 0.04%
+2,883
282
$248K 0.04%
+3,545
283
$246K 0.04%
+1,658
284
$246K 0.04%
+2,630
285
$245K 0.04%
+1,598
286
$245K 0.04%
+7,239
287
$244K 0.04%
+5,836
288
$240K 0.04%
+1,341
289
$239K 0.04%
+2,070
290
$236K 0.04%
8,436
+346
291
$235K 0.04%
+984
292
$234K 0.04%
+3,472
293
$233K 0.04%
870
294
$230K 0.04%
+9,739
295
$228K 0.04%
+414
296
$226K 0.04%
15,676
+4,300
297
$226K 0.04%
14,300
+3,800
298
$226K 0.04%
+4,095
299
$224K 0.04%
945
-50
300
$223K 0.04%
+238
10 11
12
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