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
451
$272K 0.02%
6,478
452
$270K 0.02%
8,226
-372
453
$269K 0.02%
+2,999
454
$269K 0.02%
+1,115
455
$268K 0.02%
+950
456
$266K 0.02%
3,800
+842
457
$265K 0.02%
2,070
458
$264K 0.02%
828
459
$264K 0.02%
7,347
+1,051
460
$263K 0.02%
998
461
$263K 0.02%
2,355
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462
$262K 0.02%
2,738
+182
463
$262K 0.02%
+912
464
$262K 0.02%
2,742
+168
465
$261K 0.02%
+2,708
466
$261K 0.02%
2,185
-25
467
$260K 0.02%
+4,245
468
$257K 0.02%
5,067
469
$256K 0.02%
+5,187
470
$255K 0.02%
10,636
+2,042
471
$253K 0.02%
7,233
-335
472
$253K 0.02%
1,130
-50
473
$251K 0.02%
+3,307
474
$248K 0.02%
1,443
+138
475
$245K 0.02%
+13,107
17 18
19
20 21