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
426
$330K 0.03%
+8,481
427
$324K 0.03%
+5,850
428
$322K 0.03%
1,600
429
$321K 0.03%
1,306
430
$321K 0.03%
7,740
-192
431
$315K 0.03%
2,996
432
$314K 0.03%
6,527
433
$308K 0.03%
+1,432
434
$306K 0.03%
1,271
+246
435
$305K 0.02%
2,238
436
$304K 0.02%
+7,930
437
$294K 0.02%
+6,190
438
$294K 0.02%
+4,957
439
$294K 0.02%
+4,862
440
$293K 0.02%
+2,169
441
$292K 0.02%
+4,730
442
$290K 0.02%
+1,180
443
$286K 0.02%
+6,511
444
$281K 0.02%
1,804
+354
445
$281K 0.02%
1,031
-104
446
$279K 0.02%
3,134
+1,151
447
$279K 0.02%
6,988
-598
448
$277K 0.02%
1,275
+13
449
$275K 0.02%
+7,009
450
$274K 0.02%
2,725
16 17
18
19 20