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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.44%
66,432
-180
52
$707K 0.44%
8,551
+301
53
$700K 0.43%
9,105
54
$679K 0.42%
39,616
-1,098
55
$671K 0.41%
11,790
56
$659K 0.41%
6,198
+181
57
$652K 0.4%
12,276
+88
58
$648K 0.4%
14,858
+1
59
$645K 0.4%
4,582
+53
60
$626K 0.39%
6,562
61
$609K 0.38%
4,297
-158
62
$608K 0.37%
7,028
63
$606K 0.37%
5,475
+18
64
$599K 0.37%
13,681
65
$588K 0.36%
12,511
-250
66
$581K 0.36%
7,798
+2
67
$581K 0.36%
34,347
-381
68
$574K 0.35%
21,451
+363
69
$564K 0.35%
7,195
70
$555K 0.34%
4,136
+1
71
$534K 0.33%
8,318
-300
72
$533K 0.33%
60,096
-8,472
73
$526K 0.32%
9,917
74
$518K 0.32%
13,541
+38
75
$510K 0.31%
3,526
+122
1 2
3
4 5