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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-16,534
452
– –
-41,116
453
– –
-44,711
454
– –
-5,380
455
– –
-28,876
456
– –
-10,478
457
– –
-81,295
458
– –
-1,165
459
– –
-2,071
460
– –
-18,792
461
– –
-136,917
462
– –
-4,882
463
– –
-5,648
464
– –
-9,250
465
– –
-25,618
466
– –
-1,446
467
– –
-33,695
468
– –
-47,826
469
– –
-27,708
470
– –
-71,995
471
– –
-11,398
472
– –
-30,604
473
– –
-25,017
474
– –
-11,924
475
– –
-2,385
17 18
19
20 21