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
626
$246K 0.01%
5,565
-625
627
$246K 0.01%
+2,715
628
$245K 0.01%
+4,223
629
$243K 0.01%
5,570
-590
630
$242K 0.01%
9,452
-1,174
631
$242K 0.01%
4,074
632
$240K 0.01%
12,817
633
$240K 0.01%
13,723
+67
634
$238K 0.01%
4,161
+196
635
$237K 0.01%
+5,107
636
$233K 0.01%
2,251
-68
637
$232K 0.01%
+3,875
638
$230K 0.01%
5,176
-770
639
$230K 0.01%
+1,205
640
$230K 0.01%
4,286
+24
641
$229K 0.01%
+1,787
642
$229K 0.01%
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643
$228K 0.01%
+8,540
644
$228K 0.01%
981
645
$227K 0.01%
+6,120
646
$227K 0.01%
3,585
-258
647
$227K 0.01%
2,087
-4
648
$227K 0.01%
+9,820
649
$225K 0.01%
4,767
-491
650
$225K 0.01%
6,258
-1,000
24 25
26
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