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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.78%
10,092
-1,196
27
$1.26M 0.74%
78,591
+6,348
28
$1.25M 0.73%
4,764
-274
29
$1.22M 0.72%
23,400
-2,720
30
$1.14M 0.67%
340,200
-887,400
31
$1.13M 0.66%
21,720
+9,341
32
$1.12M 0.66%
+20,798
33
$1.1M 0.65%
10,150
+3,137
34
$1.07M 0.63%
7,942
+4,109
35
$1.05M 0.62%
4,658
+1,248
36
$1.05M 0.62%
48,826
-18,535
37
$1.02M 0.6%
21,739
+8,698
38
$924K 0.54%
17,840
+6,600
39
$912K 0.54%
5,305
-131
40
$905K 0.53%
90,942
+7,524
41
$899K 0.53%
20,759
+12,703
42
$884K 0.52%
102,640
+13,232
43
$874K 0.51%
13,643
+1,810
44
$873K 0.51%
13,997
+1,588
45
$859K 0.51%
9,350
-418
46
$848K 0.5%
+22,659
47
$847K 0.5%
9,270
-31
48
$804K 0.47%
12,274
-46,716
49
$712K 0.42%
8,464
+359
50
$707K 0.42%
7,917
+3,200
1
2
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