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
401
$710K 0.03%
9,415
-785
402
$709K 0.03%
+14,000
403
$707K 0.03%
8,842
-554
404
$705K 0.03%
2,711
-363
405
$703K 0.03%
12,669
-2,063
406
$701K 0.03%
1,897
+3
407
$696K 0.03%
4,161
+1,634
408
$692K 0.03%
11,049
409
$691K 0.03%
11,530
+1,877
410
$688K 0.03%
9,457
-462
411
$683K 0.03%
7,754
-2,898
412
$683K 0.03%
2,273
+500
413
$681K 0.03%
89,431
414
$677K 0.03%
5,411
-653
415
$675K 0.03%
7,776
-41,000
416
$673K 0.03%
3,278
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417
$655K 0.03%
4,536
-40
418
$649K 0.02%
2,636
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419
$645K 0.02%
4,555
-190
420
$644K 0.02%
3,825
-89
421
$640K 0.02%
3,505
+127
422
$640K 0.02%
4,935
+3,036
423
$639K 0.02%
3,352
-1
424
$637K 0.02%
3,552
+54
425
$631K 0.02%
23,920
+120
15 16
17
18 19