MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
State Street 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
State Street 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
551
– –
0
552
$25K ﹤0.01%
+16,109
553
$18K ﹤0.01%
30,000
+10,000
554
$10K ﹤0.01%
+1,575
555
$8K ﹤0.01%
+1,367
556
$3K ﹤0.01%
10,000
557
– –
-10,000
558
– –
-9,704
559
– –
-20,000
560
– –
-9,350
561
– –
-5,275
562
– –
-3,184
563
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-1,926
564
– –
-3,612
565
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-31,497
566
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-4,983
567
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-3,339
568
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-8,927
569
– –
-34,425
570
– –
-6,199
571
– –
-18,915
572
– –
-17,849
573
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-4,587
574
– –
-5,871
575
– –
-2,102
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