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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 0.64%
37,398
-299
27
$13.4M 0.64%
126,351
+10,570
28
$13.4M 0.64%
60,751
-3,167
29
$13.2M 0.63%
34,010
-974
30
$12.9M 0.61%
252,256
-8,636
31
$12.8M 0.61%
72,289
-2,589
32
$12.7M 0.6%
203,885
+2,914
33
$12.1M 0.57%
214,063
-13,719
34
$12.1M 0.57%
54,937
-2,999
35
$11.7M 0.56%
516,820
+21,577
36
$11.4M 0.54%
185,834
+2,596
37
$11.3M 0.54%
93,684
-6,464
38
$11.3M 0.53%
46,584
+1,168
39
$11M 0.52%
317,564
+43,138
40
$11M 0.52%
67,137
+21,487
41
$10.9M 0.52%
589,383
-27,321
42
$10.8M 0.51%
354,095
+29,691
43
$10.8M 0.51%
54,330
+2,097
44
$10.5M 0.5%
72,545
-2,502
45
$10.3M 0.49%
143,210
-3,298
46
$9.99M 0.47%
34,478
+3,591
47
$9.93M 0.47%
383,958
-51,176
48
$9.86M 0.47%
58,796
+644
49
$9.33M 0.44%
21,924
+464
50
$9.21M 0.44%
96,204
-5,000
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