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
476
$245K 0.02%
7,260
+251
477
$244K 0.02%
5,849
+1,049
478
$244K 0.02%
6,841
+877
479
$243K 0.02%
4,137
-1,118
480
$243K 0.02%
3,442
+2
481
$242K 0.02%
+5,094
482
$241K 0.02%
+4,470
483
$239K 0.02%
4,102
+1
484
$239K 0.02%
+2,758
485
$238K 0.02%
+3,490
486
$236K 0.02%
+25,887
487
$236K 0.02%
3,340
+437
488
$235K 0.02%
2,803
+170
489
$234K 0.02%
+1,573
490
$232K 0.02%
+4,580
491
$230K 0.02%
+6,694
492
$230K 0.02%
+4,850
493
$229K 0.02%
15,218
+2,211
494
$228K 0.02%
+4,470
495
$225K 0.02%
+2,272
496
$224K 0.02%
+987
497
$223K 0.02%
3,088
498
$223K 0.02%
8,595
-75
499
$221K 0.02%
+6,344
500
$217K 0.02%
101
-77
18 19
20
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