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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 0.72%
434,324
+14,359
27
$4.31M 0.72%
20,891
-552
28
$3.9M 0.65%
15,356
-88
29
$3.71M 0.62%
32,716
+968
30
$3.61M 0.6%
93,382
+4,523
31
$3.56M 0.59%
29,832
+1,926
32
$3.49M 0.58%
7,289
+815
33
$3.48M 0.58%
28,473
-8,622
34
$3.25M 0.54%
40,732
-44,052
35
$3.25M 0.54%
+34,350
36
$3.24M 0.54%
46,259
+8,034
37
$3.23M 0.54%
59,584
+28
38
$3.09M 0.51%
42,121
+1,314
39
$2.99M 0.5%
20,780
+1,521
40
$2.89M 0.48%
8,588
+77
41
$2.78M 0.46%
22,627
+2,646
42
$2.73M 0.45%
44,594
+943
43
$2.72M 0.45%
26,185
-50
44
$2.61M 0.43%
22,926
-8,400
45
$2.6M 0.43%
9,215
+693
46
$2.58M 0.43%
62,848
-116
47
$2.48M 0.41%
12,853
-576
48
$2.44M 0.41%
7,854
+14
49
$2.37M 0.4%
49,922
-5,167
50
$2.36M 0.39%
5,189
-502
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