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
601
$276K 0.01%
16,220
+388
602
$275K 0.01%
2,038
+169
603
$272K 0.01%
6,300
-176
604
$271K 0.01%
2,803
-601
605
$270K 0.01%
+8,700
606
$268K 0.01%
959
+17
607
$268K 0.01%
+2,519
608
$267K 0.01%
+4,648
609
$267K 0.01%
5,017
+531
610
$267K 0.01%
3,678
+2
611
$266K 0.01%
1,486
+96
612
$265K 0.01%
5,400
613
$263K 0.01%
10,312
+1,402
614
$262K 0.01%
10,605
-388
615
$262K 0.01%
4,816
-67
616
$260K 0.01%
+11,250
617
$259K 0.01%
2,681
-2
618
$258K 0.01%
5,008
+63
619
$257K 0.01%
+4,960
620
$257K 0.01%
9,426
-4,832
621
$256K 0.01%
11,849
+425
622
$254K 0.01%
8,554
-2,673
623
$254K 0.01%
9,386
-1,904
624
$251K 0.01%
2,286
+7
625
$251K 0.01%
1,945
-2,783
23 24
25
26 27