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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.74%
15,067
+587
27
$1.06M 0.65%
35,952
+74
28
$1.05M 0.65%
21,130
29
$1.04M 0.64%
20,920
+940
30
$1.01M 0.63%
5,434
-533
31
$1.01M 0.62%
27,385
+25
32
$1M 0.62%
11,718
+17
33
$995K 0.61%
7,230
+183
34
$980K 0.6%
15,413
+2
35
$930K 0.57%
24,628
36
$906K 0.56%
5,390
+3
37
$892K 0.55%
15,652
38
$873K 0.54%
6,823
+19
39
$871K 0.54%
476
40
$858K 0.53%
16,748
+396
41
$852K 0.53%
3,585
+106
42
$848K 0.52%
7,949
+161
43
$828K 0.51%
18,874
44
$821K 0.51%
8,594
45
$817K 0.5%
8,313
+325
46
$771K 0.48%
6,259
+101
47
$748K 0.46%
14,508
48
$747K 0.46%
156,800
+38,920
49
$730K 0.45%
51,982
50
$723K 0.45%
8,725
1
2
3 4 5