MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
State Street 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
State Street 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
501
$217K 0.02%
101
-77
502
$216K 0.02%
+4,520
503
$213K 0.02%
9,105
-464
504
$212K 0.02%
+2,657
505
$211K 0.02%
+3,100
506
$211K 0.02%
+1,671
507
$211K 0.02%
+9,723
508
$211K 0.02%
4,226
+131
509
$210K 0.02%
+6,885
510
$209K 0.02%
+6,322
511
$209K 0.02%
+8,596
512
$209K 0.02%
+1,238
513
$207K 0.02%
+2,672
514
$202K 0.02%
+3,300
515
$200K 0.02%
+2,206
516
$192K 0.02%
14,668
+3
517
$184K 0.02%
14,300
518
$183K 0.02%
15,676
519
$180K 0.01%
14,434
520
$158K 0.01%
80,000
-70,000
521
$157K 0.01%
12,387
522
$153K 0.01%
13,639
523
$150K 0.01%
11,467
+4,149
524
$149K 0.01%
11,043
-139
525
$147K 0.01%
+12,000
19 20
21
22 23