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
501
$446K 0.02%
7,820
+900
502
$442K 0.02%
1,790
-726
503
$441K 0.02%
17,457
+5,287
504
$439K 0.02%
56,350
-5,500
505
$438K 0.02%
18,022
+654
506
$436K 0.02%
13,940
+950
507
$429K 0.02%
2,842
-15,301
508
$429K 0.02%
12,707
+724
509
$425K 0.02%
7,078
-420
510
$425K 0.02%
5,441
511
$424K 0.02%
21,895
+3,404
512
$423K 0.02%
6,232
+72
513
$419K 0.02%
3,065
-68,953
514
$419K 0.02%
6,257
-34
515
$418K 0.02%
2,022
-133
516
$418K 0.02%
179
+1
517
$415K 0.02%
1,198
+12
518
$415K 0.02%
11,404
+4,692
519
$414K 0.02%
4,164
+889
520
$412K 0.02%
11,486
-2,184
521
$412K 0.02%
11,591
+2
522
$411K 0.02%
16,770
+75
523
$408K 0.02%
1,873
-194
524
$406K 0.02%
1,234
-27
525
$406K 0.02%
940
-92
19 20
21
22 23