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
401
$377K 0.03%
+977
402
$374K 0.03%
+6,856
403
$372K 0.03%
+3,703
404
$369K 0.03%
1,840
-1,787
405
$368K 0.03%
12,673
+800
406
$364K 0.03%
5,207
+1,060
407
$363K 0.03%
+36,402
408
$362K 0.03%
6,475
+551
409
$361K 0.03%
3,989
-195
410
$360K 0.03%
+1,529
411
$358K 0.03%
742
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412
$354K 0.03%
4,428
+1,699
413
$352K 0.03%
+3,191
414
$352K 0.03%
+10,137
415
$350K 0.03%
644
+151
416
$349K 0.03%
3,958
+869
417
$349K 0.03%
3,056
-341
418
$348K 0.03%
18,744
-250
419
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+6,112
420
$345K 0.03%
4,077
+594
421
$338K 0.03%
+3,955
422
$336K 0.03%
+2,854
423
$334K 0.03%
8,163
+951
424
$333K 0.03%
4,765
+99
425
$331K 0.03%
+7,000
15 16
17
18 19