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
376
$438K 0.04%
5,823
+2,967
377
$436K 0.04%
1,917
+242
378
$435K 0.04%
249
379
$434K 0.04%
+1,698
380
$434K 0.04%
+12,545
381
$434K 0.04%
+13,397
382
$426K 0.03%
+2,809
383
$424K 0.03%
9,950
+270
384
$423K 0.03%
+1,145
385
$421K 0.03%
+12,838
386
$419K 0.03%
17,398
387
$418K 0.03%
+5,778
388
$409K 0.03%
1,818
+1,039
389
$403K 0.03%
115,345
+33,830
390
$399K 0.03%
6,663
391
$399K 0.03%
+3,250
392
$398K 0.03%
+6,162
393
$398K 0.03%
12,326
394
$397K 0.03%
+15,908
395
$396K 0.03%
2,578
+94
396
$392K 0.03%
5,741
+2,215
397
$390K 0.03%
1,633
-929
398
$387K 0.03%
+19,564
399
$380K 0.03%
4,748
+593
400
$378K 0.03%
7,233
+125
14 15
16
17 18