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
501
$336K 0.02%
700
+2
502
$336K 0.02%
910
-410
503
$336K 0.02%
1,786
+66
504
$335K 0.02%
5,808
-14
505
$331K 0.02%
5,489
-28
506
$327K 0.02%
+2,964
507
$326K 0.02%
21,507
-2,426
508
$324K 0.02%
2,230
+13
509
$322K 0.02%
2,755
-89
510
$318K 0.02%
3,691
-132
511
$317K 0.02%
6,023
+64
512
$313K 0.01%
3,963
+11
513
$308K 0.01%
12,196
-215
514
$305K 0.01%
4,216
-460
515
$304K 0.01%
6,461
+432
516
$299K 0.01%
13,307
-1,000
517
$297K 0.01%
19,760
518
$296K 0.01%
1,642
-69
519
$296K 0.01%
625
+183
520
$293K 0.01%
1,730
-12
521
$292K 0.01%
1,439
-253
522
$291K 0.01%
+2,000
523
$290K 0.01%
5,438
+96
524
$289K 0.01%
10,192
-238
525
$288K 0.01%
+1,103
19 20
21
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