MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.08M
3
+$2.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.44M
5
BGS icon
B&G Foods
BGS
+$1.37M

Top Sells

1
+$5.88M
2
+$2M
3
+$1.41M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.28M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.22M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-7,325
377
– –
-3,319
378
– –
-1,500
379
– –
-30,000
380
– –
-23,118
12 13 14 15
16