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
326
$179K 0.03%
28,311
+4,834
327
$166K 0.03%
+30,997
328
$154K 0.02%
10,097
+12
329
$152K 0.02%
44,725
-29,427
330
$145K 0.02%
11,000
331
$144K 0.02%
+263
332
$107K 0.02%
35,188
+5,321
333
$79K 0.01%
1,500
334
$38K 0.01%
1,200
335
$23K ﹤0.01%
+10,000
336
$15K ﹤0.01%
+10,000
337
– –
-863
338
– –
-15,339
339
– –
-6,989
340
– –
-8,215
341
– –
-2,752
342
– –
-19,320
343
– –
-5,170
344
– –
-5,843
345
– –
-540
346
– –
-58,920
347
– –
-935
348
– –
-11,000
349
– –
-4,759
350
– –
-30,433
11 12 13
14
15