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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$748K 0.45%
5,093
-5
52
$744K 0.45%
+9,589
53
$729K 0.44%
7,997
+2,968
54
$712K 0.43%
11,297
-240
55
$691K 0.41%
+7,772
56
$688K 0.41%
5,711
-285
57
$672K 0.4%
+9,090
58
$672K 0.4%
5,865
-2,173
59
$658K 0.39%
69,290
+42,550
60
$657K 0.39%
44,012
+27,346
61
$656K 0.39%
8,455
+942
62
$648K 0.39%
+6,986
63
$638K 0.38%
42,987
-144,417
64
$630K 0.38%
3,787
+658
65
$629K 0.38%
+21,474
66
$591K 0.35%
+10,603
67
$584K 0.35%
+4,385
68
$571K 0.34%
+4,237
69
$570K 0.34%
12,761
+2,390
70
$539K 0.32%
14,238
71
$539K 0.32%
+7,385
72
$538K 0.32%
4,529
+588
73
$529K 0.32%
56,442
+14,316
74
$527K 0.32%
13,629
+5,813
75
$524K 0.31%
+5,493
1 2
3
4 5