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
276
$1.1M 0.05%
19,141
+1,945
277
$1.09M 0.05%
49,309
+15,053
278
$1.09M 0.05%
47,912
+19,295
279
$1.09M 0.05%
25,723
+42
280
$1.09M 0.05%
11,953
+1,040
281
$1.08M 0.05%
10,858
+2,435
282
$1.07M 0.05%
4,073
+10
283
$1.07M 0.05%
537
+252
284
$1.06M 0.05%
8,989
+218
285
$1.05M 0.05%
15,304
+1,411
286
$1.04M 0.05%
17,687
-259
287
$1.04M 0.05%
15,101
-3,172
288
$1.03M 0.05%
11,254
+20
289
$1.01M 0.05%
3,670
+37
290
$1.01M 0.05%
7,800
+2,067
291
$999K 0.05%
40,108
+16,157
292
$996K 0.05%
4,851
-187
293
$995K 0.05%
12,297
+589
294
$986K 0.05%
2,971
+966
295
$969K 0.05%
3,508
-1,533
296
$969K 0.05%
3,353
+2,370
297
$962K 0.05%
16,098
-4,015
298
$961K 0.05%
7,953
+401
299
$947K 0.04%
21,838
+105
300
$924K 0.04%
10,826
+1,327
10 11
12
13 14