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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$665K
3
+$478K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$432K
5
LEA icon
Lear
LEA
+$383K

Top Sells

1
+$2.8M
2
+$2.23M
3
+$2.16M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.53M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.44%
8,830
+375
52
$655K 0.42%
54,572
-8,598
53
$652K 0.41%
43,350
+363
54
$630K 0.4%
8,990
-9,485
55
$630K 0.4%
39,674
-4,338
56
$630K 0.4%
15,258
+2,115
57
$627K 0.4%
10,629
+26
58
$627K 0.4%
5,532
-333
59
$620K 0.39%
4,576
+191
60
$579K 0.37%
12,761
61
$575K 0.36%
5,220
+1,077
62
$575K 0.36%
59,706
+3,264
63
$563K 0.36%
13,800
+1,846
64
$562K 0.36%
4,218
-19
65
$561K 0.36%
8,788
+190
66
$550K 0.35%
4,341
-1,370
67
$543K 0.34%
13,868
+239
68
$543K 0.34%
5,858
+2,000
69
$537K 0.34%
7,320
-65
70
$532K 0.34%
20,236
-918
71
$532K 0.34%
5,507
+14
72
$531K 0.34%
14,355
-12,005
73
$527K 0.33%
17,989
+1,265
74
$525K 0.33%
7,244
+4,114
75
$507K 0.32%
4,315
+3
1 2
3
4 5