MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
-14.26%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$308M
(+34%)
Cap. Flow
+$459M
Cap. Flow
% of AUM
37.53%
Top 10 Holdings %
Top 10 Hldgs %
26.03%
Holding
584
New
187
Increased
277
Reduced
58
Closed
28
Top Buys
| 1 |
Microsoft
MSFT
|
$14.3M |
| 2 |
Apple
AAPL
|
$12.4M |
| 3 |
Nutrien
NTR
|
$11.1M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$9.88M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$8.62M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$7.03M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.39M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.47M |
| 4 |
AT&T
T
|
$1.24M |
| 5 |
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% |
