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
676
$207K 0.01%
8,748
+20
677
$206K 0.01%
2,725
-3,629
678
$206K 0.01%
7,156
-318
679
$205K 0.01%
+4,109
680
$205K 0.01%
+3,059
681
$204K 0.01%
1,823
-30,400
682
$204K 0.01%
1,397
+43
683
$204K 0.01%
+5,398
684
$203K 0.01%
4,511
-1,178
685
$202K 0.01%
+857
686
$202K 0.01%
1,955
+102
687
$185K 0.01%
13,812
-1,350
688
$173K 0.01%
+30,000
689
$140K 0.01%
12,470
-2,000
690
$140K 0.01%
14,000
691
$139K 0.01%
11,955
692
$127K ﹤0.01%
15,283
-3,843
693
$108K ﹤0.01%
+59,400
694
$104K ﹤0.01%
10,108
695
$95.5K ﹤0.01%
25,535
696
$93.4K ﹤0.01%
46,262
+5,977
697
$86.3K ﹤0.01%
14,291
698
$86K ﹤0.01%
52,455
699
$74.5K ﹤0.01%
12,240
-4,024
700
$68.8K ﹤0.01%
10,851
26 27
28
29 30