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
451
$550K 0.02%
11,750
+4,959
452
$546K 0.02%
5,510
453
$545K 0.02%
2,759
+291
454
$544K 0.02%
13,941
-2,688
455
$542K 0.02%
5,548
+3,392
456
$533K 0.02%
1,118
+159
457
$532K 0.02%
4,450
458
$532K 0.02%
2,262
+464
459
$529K 0.02%
22,576
460
$524K 0.02%
5,198
+677
461
$524K 0.02%
1,696
+334
462
$523K 0.02%
7,113
+97
463
$523K 0.02%
1,910
+394
464
$521K 0.02%
5,794
-92
465
$521K 0.02%
4,101
-2
466
$520K 0.02%
10,312
467
$514K 0.02%
7,901
+3,093
468
$513K 0.02%
10,308
+3,563
469
$510K 0.02%
32,304
+3,274
470
$510K 0.02%
8,687
+833
471
$510K 0.02%
10,550
+282
472
$509K 0.02%
1,114
-551
473
$505K 0.02%
1,616
-45
474
$505K 0.02%
6,478
475
$505K 0.02%
10,521
+2,028
17 18
19
20 21