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
651
– –
-4,238
652
– –
-6,331
653
– –
-1,211
654
– –
-2,264
655
– –
-63,863
656
– –
-1,542
657
– –
-15,000
658
– –
-10,422
659
– –
-7,053
660
– –
-6,480
661
– –
-2,437
662
– –
-4,481
663
– –
-2,342
664
– –
-2,326
665
– –
-5,188
666
– –
-2,546
667
– –
-1,634
668
– –
-4,532
669
– –
-15,798
670
– –
-29,319
671
– –
-3,475
672
– –
-3,353
673
– –
-11,000
23 24 25 26
27