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
276
$1.33M 0.05%
4,473
+17
277
$1.33M 0.05%
51,865
-5,527
278
$1.32M 0.05%
6,591
+36
279
$1.31M 0.05%
29,846
-1,583
280
$1.3M 0.05%
15,398
-3,338
281
$1.3M 0.05%
7,338
-593
282
$1.29M 0.05%
17,127
+2,891
283
$1.28M 0.05%
+55,425
284
$1.27M 0.05%
10,108
+1,117
285
$1.27M 0.05%
26,296
+9,414
286
$1.26M 0.05%
24,796
-344
287
$1.25M 0.05%
12,108
-89
288
$1.25M 0.05%
12,536
+328
289
$1.24M 0.05%
4,290
+199
290
$1.23M 0.05%
1,588
+195
291
$1.23M 0.05%
15,734
+570
292
$1.23M 0.05%
3,594
-125
293
$1.21M 0.05%
8,680
-150
294
$1.2M 0.05%
22,220
+476
295
$1.2M 0.05%
24,090
+9,015
296
$1.18M 0.05%
5,965
-143
297
$1.18M 0.05%
4,531
298
$1.18M 0.05%
82,784
+4,323
299
$1.18M 0.05%
12,858
+908
300
$1.17M 0.05%
25,266
+410
10 11
12
13 14