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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 0.73%
52,500
+20,240
27
$4.37M 0.69%
18,677
+6,855
28
$4.32M 0.69%
40,329
+2,635
29
$4.29M 0.68%
23,708
-1,108
30
$4.29M 0.68%
83,002
+77,145
31
$4.12M 0.65%
64,580
+47,964
32
$4M 0.63%
18,274
+3,762
33
$3.7M 0.59%
59,645
+42,307
34
$3.54M 0.56%
163,070
+17,765
35
$3.52M 0.56%
13,270
+3,615
36
$3.51M 0.56%
15,125
+249
37
$3.48M 0.55%
12,138
+8,751
38
$3.4M 0.54%
29,958
+27,464
39
$3.38M 0.54%
70,350
+26,883
40
$3.26M 0.52%
55,798
+43,173
41
$3.22M 0.51%
+79,525
42
$3.15M 0.5%
9,339
-4,070
43
$3.12M 0.49%
17,121
+1,129
44
$3.09M 0.49%
33,276
-6,746
45
$3.08M 0.49%
42,635
+32,243
46
$2.98M 0.47%
80,410
+2,625
47
$2.92M 0.46%
13,121
-1,066
48
$2.9M 0.46%
84,185
+2,386
49
$2.85M 0.45%
6,776
+4,799
50
$2.77M 0.44%
18,716
+4,149
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