MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+4.4%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$2.11B
AUM Growth
+$2.11B
(+3.9%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
31.45%
Holding
673
New
46
Increased
303
Reduced
233
Closed
48
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$20.4M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$7.98M |
| 3 |
Robinhood
HOOD
|
$6.17M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.13M |
| 5 |
Schwab International Equity ETF
SCHF
|
$5.2M |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$8.9M |
| 2 |
Dow Inc
DOW
|
$2.95M |
| 3 |
ProShares Short QQQ
PSQ
|
$2.52M |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$1.97M |
| 5 |
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 | 4.91% |
