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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 0.67%
341,841
+278,436
27
$7.97M 0.65%
111,410
-98,259
28
$7.96M 0.65%
+95,292
29
$7.88M 0.64%
26,515
+15,900
30
$7.78M 0.64%
85,267
+75,124
31
$7.49M 0.61%
15,617
+7,698
32
$7.46M 0.61%
+137,720
33
$7.28M 0.6%
50,619
+4,905
34
$7.21M 0.59%
43,229
+21,674
35
$7.19M 0.59%
143,533
+83,469
36
$7.19M 0.59%
345,597
+324,516
37
$7.1M 0.58%
64,940
+2,200
38
$6.74M 0.55%
322,428
+264,657
39
$6.71M 0.55%
+14,105
40
$6.31M 0.52%
+87,583
41
$6.27M 0.51%
40,934
-3,214
42
$6.14M 0.5%
16,204
+3,421
43
$5.95M 0.49%
305,338
+236,062
44
$5.63M 0.46%
34,931
+17,518
45
$5.59M 0.46%
379,761
+106,806
46
$5.57M 0.46%
111,536
+66,328
47
$5.46M 0.45%
173,712
+53,659
48
$5.42M 0.44%
39,448
+18,725
49
$5.33M 0.44%
15,368
-4,228
50
$5.33M 0.44%
182,071
+174,561
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