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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$665K
3
+$478K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$432K
5
LEA icon
Lear
LEA
+$383K

Top Sells

1
+$2.8M
2
+$2.23M
3
+$2.16M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.53M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.64%
21,105
+595
27
$961K 0.61%
7,396
+1,125
28
$933K 0.59%
58,116
-1,725
29
$918K 0.58%
11,467
-87
30
$901K 0.57%
5,873
+780
31
$896K 0.57%
479
-1,154
32
$886K 0.56%
20,473
-2,350
33
$879K 0.56%
15,768
+331
34
$875K 0.55%
6,756
-371
35
$860K 0.54%
6,766
+225
36
$831K 0.53%
23,716
+8
37
$817K 0.52%
8,817
-91
38
$798K 0.51%
22,122
-246
39
$782K 0.5%
7,359
-4,332
40
$782K 0.5%
3,524
-345
41
$781K 0.49%
14,092
-10,206
42
$776K 0.49%
46,102
-16,888
43
$744K 0.47%
6,927
-59
44
$743K 0.47%
7,921
+149
45
$736K 0.47%
7,977
-20
46
$731K 0.46%
9,535
-54
47
$728K 0.46%
8,985
-105
48
$728K 0.46%
16,309
+7,544
49
$712K 0.45%
13,160
-3,820
50
$699K 0.44%
21,224
-250
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2
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