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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-171,371
402
– –
-122,344
403
– –
-55,449
404
– –
-7,782
405
– –
-2,690
406
– –
-12,085
407
– –
-3,338
408
– –
-14,470
409
– –
-3,667
410
– –
-2,058
411
– –
-7,060
412
– –
-47,531
413
– –
-1,600
414
– –
-48,979
415
– –
-10,367
416
– –
-9,300
417
– –
-8,758
418
– –
-5,067
419
– –
-6,478
420
– –
-11,686
421
– –
-158,482
422
– –
-21,289
423
– –
-4,961
424
– –
-24,738
425
– –
-5,984
15 16
17
18 19