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
451
$414K 0.02%
9,765
-1,130
452
$413K 0.02%
2,422
+163
453
$412K 0.02%
3,897
+209
454
$412K 0.02%
6,030
455
$407K 0.02%
5,441
456
$406K 0.02%
12,947
+152
457
$405K 0.02%
675
+8
458
$405K 0.02%
1,191
+12
459
$405K 0.02%
4,161
+106
460
$405K 0.02%
8,955
-14
461
$404K 0.02%
5,958
+1,871
462
$404K 0.02%
2,488
-157
463
$403K 0.02%
1,825
+120
464
$402K 0.02%
17,252
465
$396K 0.02%
13,801
-169
466
$396K 0.02%
10,308
-2,317
467
$395K 0.02%
+1,320
468
$394K 0.02%
3,791
+403
469
$394K 0.02%
2,951
-50
470
$394K 0.02%
10,412
-251
471
$389K 0.02%
7,412
-349
472
$386K 0.02%
88,612
-750
473
$385K 0.02%
11,381
-2,255
474
$380K 0.02%
1,690
+24
475
$379K 0.02%
4,101
17 18
19
20 21