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
551
$359K 0.01%
4,617
+1
552
$355K 0.01%
51,666
+24,350
553
$348K 0.01%
1,024
554
$346K 0.01%
+10,080
555
$346K 0.01%
2,792
+741
556
$345K 0.01%
2,911
-9
557
$343K 0.01%
4,786
-608
558
$342K 0.01%
13,686
-7,000
559
$339K 0.01%
5,970
-862
560
$338K 0.01%
3,844
+7
561
$336K 0.01%
3,791
-65
562
$331K 0.01%
2,505
-2,775
563
$331K 0.01%
3,509
+1,223
564
$331K 0.01%
5,437
-6
565
$326K 0.01%
1,272
-13
566
$325K 0.01%
15,315
+1,601
567
$321K 0.01%
+10,842
568
$320K 0.01%
6,685
+1,312
569
$319K 0.01%
5,151
-2,123
570
$318K 0.01%
+8,124
571
$314K 0.01%
+3,337
572
$311K 0.01%
1,355
+262
573
$310K 0.01%
9,654
+26
574
$309K 0.01%
6,130
-8
575
$306K 0.01%
2,485
-3
21 22
23
24 25