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
$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
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
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
351
$501K 0.04%
7,597
+1,388
352
$499K 0.04%
11,948
+1,891
353
$498K 0.04%
+2,068
354
$498K 0.04%
+11,284
355
$486K 0.04%
2,086
+479
356
$485K 0.04%
3,647
+432
357
$481K 0.04%
2,446
+327
358
$478K 0.04%
+5,368
359
$478K 0.04%
14,219
+1,194
360
$476K 0.04%
+15,511
361
$473K 0.04%
2,181
+70
362
$472K 0.04%
+8,470
363
$471K 0.04%
2,243
+1,350
364
$471K 0.04%
5,004
+3,272
365
$469K 0.04%
10,246
+52
366
$468K 0.04%
+2,240
367
$465K 0.04%
10,018
-477
368
$463K 0.04%
6,290
369
$463K 0.04%
9,194
-16
370
$458K 0.04%
25,925
+13,000
371
$452K 0.04%
+13,182
372
$451K 0.04%
3,547
+1,664
373
$445K 0.04%
+2,235
374
$443K 0.04%
6,695
+1,465
375
$442K 0.04%
5,592
+76
13 14
15
16 17