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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-1,077
552
– –
-3,379
553
– –
-4,367
554
– –
-3,870
555
– –
-18,190
556
– –
-20,763
557
– –
-28,889
558
– –
-39,490
559
– –
-11,741
560
– –
-8,307
561
– –
-106,912
562
– –
-23,569
563
– –
-1,273
564
– –
-35,942
565
– –
-11,757
566
– –
-4,639
567
– –
-3,498
568
– –
-25,056
569
– –
-3,009
570
– –
-1,354
571
– –
-4,792
572
– –
-32,033
573
– –
-7,843
574
– –
-80,618
575
– –
-119,259
21 22
23
24 25