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
376
$804K 0.03%
2,739
+46
377
$800K 0.03%
1,171
-6
378
$799K 0.03%
20,160
-260,943
379
$784K 0.03%
5,086
+157
380
$781K 0.03%
15,428
-1,023
381
$780K 0.03%
6,194
+158
382
$775K 0.03%
4,093
+909
383
$771K 0.03%
7,334
-7
384
$768K 0.03%
3,270
385
$761K 0.03%
10,635
-81
386
$755K 0.03%
27,661
+2,000
387
$754K 0.03%
1
388
$752K 0.03%
12,300
-409
389
$746K 0.03%
684,600
+67,800
390
$746K 0.03%
4,775
-3,572
391
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21,378
-5,223
392
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5,105
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393
$744K 0.03%
11,094
+347
394
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420,900
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395
$735K 0.03%
23,855
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396
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5,233
-7
397
$728K 0.03%
5,747
+5
398
$725K 0.03%
2,781
399
$722K 0.03%
32,189
-5,557
400
$715K 0.03%
5,379
-1,097
14 15
16
17 18