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
701
$68.2K ﹤0.01%
11,000
702
$63.9K ﹤0.01%
22,049
703
$43K ﹤0.01%
11,200
704
$34.9K ﹤0.01%
+11,366
705
$31.9K ﹤0.01%
10,000
706
$31.2K ﹤0.01%
50,000
707
$23.4K ﹤0.01%
+10,000
708
– –
-523
709
– –
-1,500
710
– –
-3,305
711
– –
-58,002
712
– –
-1,687
713
– –
-19,208
714
– –
-967
715
– –
-13,015
716
– –
-741
717
– –
-1,502
718
– –
-2,534
719
– –
-5,550
720
– –
-4,052
721
– –
-89,288
722
– –
-1,172
723
– –
-5,250
724
– –
-4,183
725
– –
-3,194
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