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
476
$505K 0.02%
6,917
-571
477
$505K 0.02%
8,077
-63
478
$501K 0.02%
1,322
479
$501K 0.02%
2,393
+69
480
$493K 0.02%
5,224
+101
481
$490K 0.02%
5,135
+66
482
$482K 0.02%
15,354
+39
483
$479K 0.02%
5,685
-755
484
$476K 0.02%
2,785
+72
485
$476K 0.02%
4,602
+101
486
$475K 0.02%
4,757
+211
487
$475K 0.02%
661
-105
488
$471K 0.02%
8,108
+508
489
$470K 0.02%
9,316
-329
490
$470K 0.02%
5,549
-221
491
$470K 0.02%
+25,856
492
$469K 0.02%
3,461
+177
493
$469K 0.02%
10,312
494
$469K 0.02%
14,042
-971
495
$468K 0.02%
491
+84
496
$466K 0.02%
7,805
+1,250
497
$465K 0.02%
5,579
498
$463K 0.02%
1,408
-1
499
$460K 0.02%
5,472
-7,840
500
$447K 0.02%
6,184
18 19
20
21 22