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
526
$405K 0.02%
109,365
+22,250
527
$404K 0.02%
2,129
+10
528
$402K 0.02%
5,067
529
$402K 0.02%
18,326
530
$401K 0.02%
8,582
+276
531
$398K 0.02%
18,875
-843
532
$393K 0.02%
+3,293
533
$393K 0.02%
5,270
+1,024
534
$388K 0.01%
5,759
-129
535
$385K 0.01%
3,363
+1,193
536
$383K 0.01%
3,148
+5
537
$379K 0.01%
14,801
+1,847
538
$379K 0.01%
7,983
539
$372K 0.01%
3,836
+61
540
$371K 0.01%
2,234
+224
541
$368K 0.01%
5,273
+1,183
542
$366K 0.01%
+564
543
$366K 0.01%
5,104
544
$365K 0.01%
7,674
+138
545
$364K 0.01%
21,405
-102
546
$364K 0.01%
2,570
547
$362K 0.01%
639
-113
548
$361K 0.01%
5,708
+29
549
$360K 0.01%
+5,355
550
$360K 0.01%
1,285
-17
20 21
22
23 24