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
426
$466K 0.02%
21,463
+982
427
$463K 0.02%
5,016
+60
428
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5,730
+59
429
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430
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12,046
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431
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6,056
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432
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8,410
-1,180
433
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3,455
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434
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1,322
435
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16,486
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436
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437
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438
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5,005
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1,040
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6,184
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441
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443
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2,217
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445
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1,316
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446
$426K 0.02%
4,454
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447
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2,270
448
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8,467
-1,010
449
$415K 0.02%
1,769
-1
450
$414K 0.02%
3,378
16 17
18
19 20