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
301
$1.17M 0.04%
25,647
+3,225
302
$1.17M 0.04%
11,725
+6,350
303
$1.14M 0.04%
25,684
-136
304
$1.13M 0.04%
13,583
+2,295
305
$1.13M 0.04%
17,408
+10,568
306
$1.12M 0.04%
6,120
-142
307
$1.12M 0.04%
14,543
+495
308
$1.11M 0.04%
8,688
+242
309
$1.11M 0.04%
9,771
-146
310
$1.11M 0.04%
30,694
+1,914
311
$1.1M 0.04%
7,537
+4,087
312
$1.09M 0.04%
7,003
-694
313
$1.09M 0.04%
6,484
-417
314
$1.08M 0.04%
15,798
+938
315
$1.05M 0.04%
5,198
+160
316
$1.05M 0.04%
22,707
+5,585
317
$1.05M 0.04%
2,202
-729
318
$1.05M 0.04%
10,161
+1,162
319
$1.04M 0.04%
15,844
-787
320
$1.04M 0.04%
15,893
+610
321
$1.04M 0.04%
8,697
-6,051
322
$1.02M 0.04%
21,358
-24,862
323
$1.02M 0.04%
6,683
324
$1.01M 0.04%
41,413
+2,930
325
$1.01M 0.04%
67,455
+3,820
11 12
13
14 15