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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$606K 0.03%
13,768
+122
377
$603K 0.03%
+1,304
378
$593K 0.03%
5,487
-9,098
379
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3,956
+14
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3,498
381
$580K 0.03%
71,040
-1,600
382
$576K 0.03%
471
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383
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384
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821
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385
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11,240
-391
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6,255
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13,662
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390
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391
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396
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4,952
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397
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5,111
-2,200
398
$517K 0.02%
1,403
+1
399
$517K 0.02%
897
+140
400
$512K 0.02%
2,204
+130
14 15
16
17 18