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
326
$1.01M 0.04%
4,812
-187
327
$1M 0.04%
14,152
+1,553
328
$997K 0.04%
12,172
+1,736
329
$993K 0.04%
40,091
+1,640
330
$993K 0.04%
3,201
-60
331
$986K 0.04%
18,804
+4,451
332
$975K 0.04%
49,833
333
$974K 0.04%
10,222
-971
334
$970K 0.04%
19,269
+9,869
335
$957K 0.04%
+12,418
336
$946K 0.04%
24,151
+11,899
337
$938K 0.04%
9,570
+723
338
$929K 0.04%
3,475
+2,013
339
$928K 0.04%
2,199
+1,636
340
$924K 0.04%
26,817
-319
341
$924K 0.04%
44,643
-3,177
342
$923K 0.04%
3,269
-45
343
$922K 0.04%
38,953
+5,321
344
$916K 0.04%
11,464
-288
345
$909K 0.03%
17,578
+6,060
346
$903K 0.03%
+30,297
347
$899K 0.03%
941
+174
348
$898K 0.03%
28,391
+17,567
349
$894K 0.03%
37,846
+5,314
350
$889K 0.03%
78,050
-2,100
12 13
14
15 16