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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.81%
24,298
+9,049
27
$1.33M 0.79%
11,691
+425
28
$1.32M 0.79%
16,073
+4,042
29
$1.31M 0.78%
12,194
+3,941
30
$1.28M 0.77%
40,800
+11,193
31
$1.28M 0.77%
18,475
+3,505
32
$1.13M 0.67%
39,300
33
$1.07M 0.64%
62,990
+3,001
34
$1.02M 0.61%
7,127
+1,479
35
$966K 0.58%
22,823
+950
36
$959K 0.57%
20,510
+50
37
$944K 0.57%
59,841
+10,950
38
$944K 0.57%
+22,260
39
$921K 0.55%
11,554
-1,453
40
$903K 0.54%
16,980
+6,340
41
$889K 0.53%
3,869
-135
42
$884K 0.53%
+22,368
43
$875K 0.52%
+26,360
44
$844K 0.51%
63,170
-3,558
45
$842K 0.5%
22,440
+6,940
46
$839K 0.5%
+15,437
47
$809K 0.48%
+8,908
48
$796K 0.48%
6,541
+3,659
49
$780K 0.47%
+6,271
50
$761K 0.46%
23,708
+7,200
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