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
476
$376K 0.02%
3,353
+31
477
$376K 0.02%
1,550
478
$375K 0.02%
16,339
479
$375K 0.02%
3,579
+34
480
$367K 0.02%
7,928
+25
481
$367K 0.02%
11,373
+176
482
$365K 0.02%
346
-43
483
$360K 0.02%
3,260
-215
484
$360K 0.02%
29,623
+4,728
485
$359K 0.02%
+6,331
486
$357K 0.02%
5,067
487
$357K 0.02%
4,245
-2,795
488
$356K 0.02%
+2,938
489
$350K 0.02%
2,432
+252
490
$345K 0.02%
+5,104
491
$343K 0.02%
2,951
+275
492
$342K 0.02%
8,174
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493
$342K 0.02%
1,406
-132
494
$342K 0.02%
1,591
-2,734
495
$341K 0.02%
4,607
+15
496
$341K 0.02%
17,985
+2,552
497
$340K 0.02%
7,983
498
$340K 0.02%
+1,671
499
$338K 0.02%
9,414
-238
500
$338K 0.02%
6,124
18 19
20
21 22