MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
State Street 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
State Street 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
326
$571K 0.05%
4,902
+1,326
327
$563K 0.05%
19,430
+2,897
328
$560K 0.05%
2,302
+1,131
329
$558K 0.05%
3,660
+458
330
$552K 0.05%
+15,246
331
$552K 0.05%
+19,150
332
$541K 0.04%
+11,018
333
$541K 0.04%
6,500
+3,175
334
$534K 0.04%
13,375
+3,231
335
$532K 0.04%
8,050
+35
336
$530K 0.04%
53,118
-11,245
337
$524K 0.04%
6,472
+490
338
$521K 0.04%
+8,235
339
$520K 0.04%
5,789
+2,708
340
$517K 0.04%
11,917
+5,612
341
$516K 0.04%
2,830
+165
342
$514K 0.04%
11,159
+2,650
343
$513K 0.04%
+6,724
344
$506K 0.04%
9,298
+3,252
345
$506K 0.04%
6,324
+3,881
346
$506K 0.04%
9,686
+159
347
$503K 0.04%
3,568
+917
348
$503K 0.04%
6,148
+3,518
349
$503K 0.04%
12,813
+5,577
350
$503K 0.04%
7,720
+24
12 13
14
15 16