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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$206K 0.01%
2,700
-51
602
$202K 0.01%
2,258
+1
603
$202K 0.01%
+7,667
604
$201K 0.01%
4,817
-725
605
$200K 0.01%
3,608
-189
606
$184K 0.01%
21,171
+1,026
607
$171K 0.01%
+11,228
608
$171K 0.01%
10,113
-824
609
$159K 0.01%
+4,674
610
$148K 0.01%
+27,216
611
$132K 0.01%
12,250
612
$123K 0.01%
14,000
613
$101K ﹤0.01%
25,254
+9,605
614
$75.4K ﹤0.01%
10,851
615
$74.9K ﹤0.01%
13,922
+330
616
$72.9K ﹤0.01%
52,455
-21,961
617
$62.3K ﹤0.01%
13,669
+106
618
$47.4K ﹤0.01%
+1,500
619
$45.8K ﹤0.01%
13,885
620
$44K ﹤0.01%
11,200
621
$42.8K ﹤0.01%
+3,085
622
$30.8K ﹤0.01%
23,885
+13,872
623
$24.3K ﹤0.01%
+11,000
624
$20.3K ﹤0.01%
10,000
-10,500
625
$16.3K ﹤0.01%
+13,500
23 24
25
26 27