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
301
$923K 0.04%
4,986
-48
302
$914K 0.04%
+26,554
303
$913K 0.04%
6,807
+186
304
$901K 0.04%
4,742
-72
305
$900K 0.04%
62,437
+9,694
306
$898K 0.04%
11,918
+300
307
$891K 0.04%
28,996
-261
308
$888K 0.04%
8,404
-1
309
$885K 0.04%
3,838
+2
310
$885K 0.04%
13,511
+617
311
$885K 0.04%
42,867
-10,224
312
$871K 0.04%
29,455
-3,096
313
$870K 0.04%
8,927
-2,278
314
$864K 0.04%
1,516
-19
315
$857K 0.04%
44,125
316
$855K 0.04%
394,150
-4,300
317
$850K 0.04%
6,597
-132
318
$847K 0.04%
2,023
+222
319
$844K 0.04%
85,238
-3,604
320
$840K 0.04%
35,584
+3,164
321
$836K 0.04%
8,328
+420
322
$830K 0.04%
20,053
+2,627
323
$823K 0.04%
7,792
-1,298
324
$821K 0.04%
2,806
+81
325
$821K 0.04%
33,477
+2,932
11 12
13
14 15