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
576
$306K 0.01%
1,550
577
$306K 0.01%
3,000
578
$304K 0.01%
6,480
+54
579
$299K 0.01%
20,057
-5,536
580
$297K 0.01%
3,038
-6
581
$296K 0.01%
56,119
-1,643
582
$294K 0.01%
+2,650
583
$293K 0.01%
3,344
-184
584
$293K 0.01%
4,989
-486
585
$293K 0.01%
8,658
-2,422
586
$290K 0.01%
2,902
-8
587
$290K 0.01%
1,132
+5
588
$289K 0.01%
1,626
-10
589
$288K 0.01%
+3,512
590
$287K 0.01%
11,677
-722
591
$286K 0.01%
+828
592
$281K 0.01%
+1,570
593
$281K 0.01%
7,501
-1,836
594
$280K 0.01%
+5,490
595
$280K 0.01%
+2,114
596
$279K 0.01%
+2,129
597
$278K 0.01%
11,507
598
$278K 0.01%
709
+2
599
$277K 0.01%
+4,064
600
$276K 0.01%
3,021
+37
22 23
24
25 26