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
401
$511K 0.02%
14,495
402
$509K 0.02%
22,385
+1,937
403
$506K 0.02%
2,249
+38
404
$501K 0.02%
3,020
+100
405
$501K 0.02%
4,442
-1,121
406
$499K 0.02%
6,547
+58
407
$494K 0.02%
3,276
-234
408
$494K 0.02%
5,166
+198
409
$494K 0.02%
15,457
+83
410
$493K 0.02%
8,252
-101
411
$493K 0.02%
27,551
+80
412
$491K 0.02%
3,982
+7
413
$491K 0.02%
826
+81
414
$490K 0.02%
8,382
-227
415
$489K 0.02%
2,994
+92
416
$488K 0.02%
4,905
+350
417
$488K 0.02%
2,829
-175
418
$485K 0.02%
99,800
+21,350
419
$482K 0.02%
470
+3
420
$482K 0.02%
10,203
-4,914
421
$474K 0.02%
9,036
-362
422
$472K 0.02%
9,876
+187
423
$469K 0.02%
13,746
-3,853
424
$468K 0.02%
+5,336
425
$466K 0.02%
146
+4
15 16
17
18 19