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
651
$224K 0.01%
2,579
652
$222K 0.01%
2,022
653
$222K 0.01%
3,985
+26
654
$221K 0.01%
+1,821
655
$220K 0.01%
4,694
-507
656
$219K 0.01%
4,917
657
$219K 0.01%
3,700
-400
658
$218K 0.01%
+1,581
659
$217K 0.01%
+5,151
660
$217K 0.01%
19,340
-11,249
661
$216K 0.01%
5,349
-53
662
$216K 0.01%
+2,682
663
$214K 0.01%
+702
664
$214K 0.01%
8,758
+28
665
$213K 0.01%
25,342
+1,454
666
$212K 0.01%
4,550
-715
667
$212K 0.01%
5,889
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668
$211K 0.01%
+4,022
669
$211K 0.01%
+8,982
670
$211K 0.01%
6,546
-526
671
$210K 0.01%
+1,547
672
$210K 0.01%
9,250
-4,200
673
$209K 0.01%
2,780
-42
674
$209K 0.01%
9,094
-2,086
675
$207K 0.01%
2,353
-1,029
25 26
27
28 29