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
276
$786K 0.06%
10,676
-569
277
$783K 0.06%
14,159
+7,466
278
$778K 0.06%
+12,794
279
$768K 0.06%
3,751
+8
280
$759K 0.06%
+7,140
281
$757K 0.06%
19,078
+172
282
$746K 0.06%
8,540
+2,574
283
$743K 0.06%
4,310
+2,421
284
$734K 0.06%
14,559
+1,554
285
$719K 0.06%
9,081
+1,949
286
$716K 0.06%
11,540
+5,571
287
$713K 0.06%
15,088
+5,813
288
$681K 0.06%
+21,059
289
$674K 0.06%
+13,705
290
$670K 0.05%
+37,620
291
$669K 0.05%
5,690
+445
292
$668K 0.05%
+9,357
293
$666K 0.05%
+21,699
294
$662K 0.05%
6,500
+236
295
$657K 0.05%
4,736
+714
296
$644K 0.05%
+4,681
297
$642K 0.05%
6,690
+25
298
$642K 0.05%
7,852
+1,146
299
$638K 0.05%
11,830
-209
300
$638K 0.05%
+6,632
10 11
12
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