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
351
$887K 0.03%
55,158
+1,048
352
$887K 0.03%
19,922
+1,390
353
$884K 0.03%
16,917
+3,613
354
$883K 0.03%
13,204
-978
355
$878K 0.03%
3,044
-428
356
$873K 0.03%
6,339
+249
357
$869K 0.03%
28,152
-954
358
$868K 0.03%
8,670
+2,203
359
$862K 0.03%
10,441
-378
360
$854K 0.03%
5,421
+581
361
$852K 0.03%
4,786
+438
362
$848K 0.03%
5,152
+4
363
$846K 0.03%
70,774
-4,079
364
$843K 0.03%
2,606
-835
365
$843K 0.03%
6,985
-190
366
$842K 0.03%
5,782
-270
367
$841K 0.03%
4,366
-1,297
368
$831K 0.03%
3,033
+18
369
$828K 0.03%
8,449
-69
370
$826K 0.03%
1,461
+138
371
$823K 0.03%
8,360
372
$823K 0.03%
7,355
+1,762
373
$820K 0.03%
+10,728
374
$815K 0.03%
699
+105
375
$812K 0.03%
+11,555
13 14
15
16 17