MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 0.68%
28,790
-920
27
$17.5M 0.67%
75,648
-1,118
28
$17.1M 0.66%
52,161
+5,392
29
$16.9M 0.65%
18,268
-233
30
$16.6M 0.64%
137,087
+1
31
$15.9M 0.61%
153,872
+6,080
32
$14.9M 0.57%
33,338
+779
33
$14.7M 0.57%
70,654
+3,565
34
$14.7M 0.56%
52,074
+400
35
$14.6M 0.56%
36,075
+675
36
$14.4M 0.55%
51,568
+24,535
37
$14.3M 0.55%
50,712
+3,150
38
$14.1M 0.54%
254,451
+3,132
39
$13.7M 0.53%
209,407
+48
40
$13.7M 0.52%
59,352
-4,829
41
$13.1M 0.5%
562,327
+3,995
42
$13M 0.5%
278,581
+168,795
43
$12.9M 0.49%
188,840
-138
44
$12.5M 0.48%
375,508
+8,466
45
$12.5M 0.48%
485,586
+2,540
46
$12.2M 0.47%
78,813
+469
47
$11.2M 0.43%
128,703
+28,118
48
$11.2M 0.43%
484,147
+22,441
49
$10.5M 0.4%
149,854
+5,300
50
$10.2M 0.39%
133,899
-2,256
1
2
3 4 5