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
526
$286K 0.01%
1,124
+2
527
$284K 0.01%
5,905
-5,477
528
$281K 0.01%
8,416
-2,207
529
$281K 0.01%
+708
530
$279K 0.01%
1,350
531
$278K 0.01%
6,510
532
$277K 0.01%
2,994
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533
$276K 0.01%
7,615
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534
$272K 0.01%
6,720
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535
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14,935
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536
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2,295
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537
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696
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539
$265K 0.01%
4,619
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540
$264K 0.01%
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541
$263K 0.01%
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543
$261K 0.01%
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544
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545
$259K 0.01%
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546
$258K 0.01%
9,434
-686
547
$256K 0.01%
45,061
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548
$256K 0.01%
3,011
-35
549
$256K 0.01%
+2,633
550
$251K 0.01%
3,925
20 21
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