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
301
$222K 0.04%
+4,446
302
$221K 0.04%
14,434
+4,000
303
$221K 0.04%
+705
304
$220K 0.03%
+8,009
305
$220K 0.03%
+13,165
306
$218K 0.03%
+3,517
307
$218K 0.03%
6,872
-1,998
308
$215K 0.03%
14,022
+2,115
309
$214K 0.03%
+30,000
310
$213K 0.03%
+10,737
311
$211K 0.03%
+2,555
312
$211K 0.03%
+3,212
313
$210K 0.03%
769
-823
314
$210K 0.03%
+7,600
315
$207K 0.03%
+13,639
316
$207K 0.03%
+13,888
317
$206K 0.03%
+1,719
318
$205K 0.03%
3,328
-2,500
319
$203K 0.03%
+2,902
320
$202K 0.03%
13,508
+1,932
321
$202K 0.03%
+3,011
322
$195K 0.03%
100,000
+40,000
323
$193K 0.03%
+23,408
324
$190K 0.03%
+14,206
325
$181K 0.03%
30,000
11 12
13
14 15