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
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
– –
-5,275
558
– –
-3,184
559
– –
-1,926
560
– –
-3,612
561
– –
-31,497
562
– –
-4,983
563
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-3,339
564
– –
-34,425
565
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-10,000
566
– –
-6,199
567
– –
-18,915
568
– –
-17,849
569
– –
-4,587
570
– –
-5,871
571
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-2,102
572
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-9,022
573
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-2,244
574
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-3,210
575
– –
-8,515
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