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
301
$638K 0.05%
5,377
+482
302
$636K 0.05%
6,265
+2,608
303
$632K 0.05%
+8,581
304
$629K 0.05%
10,830
+324
305
$629K 0.05%
8,082
+477
306
$627K 0.05%
+3,244
307
$625K 0.05%
+21,462
308
$623K 0.05%
7,834
+1,831
309
$623K 0.05%
24,536
+16,216
310
$620K 0.05%
6,801
+2,558
311
$614K 0.05%
+20,674
312
$614K 0.05%
+8,881
313
$611K 0.05%
+7,852
314
$609K 0.05%
+9,638
315
$608K 0.05%
+28,000
316
$598K 0.05%
+19,735
317
$598K 0.05%
+44,526
318
$596K 0.05%
+5,432
319
$594K 0.05%
8,471
+768
320
$591K 0.05%
2,320
+318
321
$587K 0.05%
4,332
322
$585K 0.05%
13,037
-18
323
$585K 0.05%
17,620
+6,253
324
$575K 0.05%
944
+39
325
$573K 0.05%
+5,209
11 12
13
14 15