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
$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
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
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
526
$142K 0.01%
27,000
-15,094
527
$137K 0.01%
12,534
+1,106
528
$137K 0.01%
35,577
529
$137K 0.01%
+11,107
530
$132K 0.01%
12,173
531
$124K 0.01%
23,789
-4,186
532
$123K 0.01%
+10,000
533
$120K 0.01%
+10,000
534
$116K 0.01%
+16,650
535
$116K 0.01%
11,000
536
$114K 0.01%
19,042
-22,526
537
$107K 0.01%
192,000
538
$105K 0.01%
+14,768
539
$102K 0.01%
+11,216
540
$84K 0.01%
16,168
-3,832
541
$77K 0.01%
11,000
+1,000
542
$71K 0.01%
25,341
-11,256
543
$70K 0.01%
+15,000
544
$68K 0.01%
10,851
-15,970
545
$53K ﹤0.01%
30,000
546
$50K ﹤0.01%
+21,200
547
$49K ﹤0.01%
+11,914
548
$46K ﹤0.01%
+16,000
549
$44K ﹤0.01%
+11,200
550
$34K ﹤0.01%
+10,375
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22
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