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
426
$630K 0.02%
1,671
+2
427
$625K 0.02%
25,480
-6,116
428
$610K 0.02%
8,300
429
$605K 0.02%
6,464
+4,052
430
$605K 0.02%
17,124
-295
431
$604K 0.02%
26,155
432
$600K 0.02%
12,535
+1,748
433
$593K 0.02%
2,285
-325
434
$590K 0.02%
1,128
+186
435
$589K 0.02%
480
+8
436
$587K 0.02%
1,210
+67
437
$583K 0.02%
835
+512
438
$582K 0.02%
136
-26
439
$582K 0.02%
11,486
+2,275
440
$581K 0.02%
6,105
-3
441
$578K 0.02%
6,111
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442
$577K 0.02%
11,587
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443
$575K 0.02%
1,165
+7
444
$574K 0.02%
10,100
-284
445
$573K 0.02%
2,121
-20
446
$568K 0.02%
28,257
+16,257
447
$567K 0.02%
5,044
+75
448
$557K 0.02%
2,594
-1
449
$553K 0.02%
+6,543
450
$551K 0.02%
6,189
-984
16 17
18
19 20