MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
This Quarter Return
+5.36%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$2.47M
AUM Growth
+$2.47M
Cap. Flow
-$4.02M
Cap. Flow %
-162.6%
Top 10 Hldgs %
38.94%
Holding
549
New
356
Increased
93
Reduced
77
Closed
12

Top Buys

1
DIS icon
Walt Disney
DIS
$37.2K
2
CRM icon
Salesforce
CRM
$27.5K
3
BUD icon
AB InBev
BUD
$12.1K
4
AAPL icon
Apple
AAPL
$11.1K
5
BYND icon
Beyond Meat
BYND
$7.09K

Top Sells

1
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
$967K
2
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$423K
3
DATA
Tableau Software, Inc.
DATA
$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$170B
$15K 0.61%
2,853
-7,254
-72% -$38.1K
JNJ icon
27
Johnson & Johnson
JNJ
$427B
$13.7K 0.55%
9,816
+152
+2% +$212
SCHM icon
28
Schwab US Mid-Cap ETF
SCHM
$12.1B
$13.6K 0.55%
23,812
-2,322
-9% -$1.33K
VUG icon
29
Vanguard Growth ETF
VUG
$185B
$13.2K 0.53%
8,052
-224
-3% -$366
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$2.57T
$12.7K 0.52%
1,177
+105
+10% +$1.14K
MO icon
31
Altria Group
MO
$113B
$12.7K 0.51%
26,732
-747
-3% -$354
VOOG icon
32
Vanguard S&P 500 Growth ETF
VOOG
$19.2B
$11.9K 0.48%
7,401
-2,375
-24% -$3.83K
HD icon
33
Home Depot
HD
$405B
$11.7K 0.48%
5,644
-430
-7% -$894
DIA icon
34
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$11.2K 0.45%
4,212
+9
+0.2% +$24
PYPL icon
35
PayPal
PYPL
$67.1B
$10.6K 0.43%
9,218
-544
-6% -$623
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
$10.5K 0.43%
12,674
-507
-4% -$422
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$59B
$10.5K 0.42%
14,935
-26
-0.2% -$18
RSP icon
38
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$10.4K 0.42%
9,692
+102
+1% +$110
CME icon
39
CME Group
CME
$96B
$10.1K 0.41%
5,221
-28
-0.5% -$54
CVX icon
40
Chevron
CVX
$324B
$9.97K 0.4%
8,010
+56
+0.7% +$70
ADBE icon
41
Adobe
ADBE
$151B
$9.69K 0.39%
3,287
+99
+3% +$292
VB icon
42
Vanguard Small-Cap ETF
VB
$66.4B
$9.03K 0.37%
5,764
+230
+4% +$360
PGR icon
43
Progressive
PGR
$145B
$8.8K 0.36%
11,007
-254
-2% -$203
T icon
44
AT&T
T
$209B
$8.77K 0.35%
26,159
-11,896
-31% -$3.99K
CSCO icon
45
Cisco
CSCO
$274B
$8.64K 0.35%
15,790
-5,228
-25% -$2.86K
AMT icon
46
American Tower
AMT
$95.5B
$8.49K 0.34%
4,151
+18
+0.4% +$37
PG icon
47
Procter & Gamble
PG
$368B
$8.09K 0.33%
7,381
-467
-6% -$512
WM icon
48
Waste Management
WM
$91.2B
$8.08K 0.33%
7,007
+45
+0.6% +$52
VTV icon
49
Vanguard Value ETF
VTV
$144B
$8.01K 0.32%
7,222
-512
-7% -$568
ROKU icon
50
Roku
ROKU
$14.2B
$7.92K 0.32%
8,748
-131
-1% -$119
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