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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.39%
6,805
+600
52
$663K 0.39%
9,274
+5
53
$662K 0.39%
46,726
+23,542
54
$642K 0.38%
4,866
+57
55
$641K 0.38%
10,631
+7,350
56
$619K 0.36%
6,961
-186
57
$608K 0.36%
16,555
+3,777
58
$597K 0.35%
5,445
+1,488
59
$589K 0.35%
10,471
-5,826
60
$582K 0.34%
4,248
+620
61
$579K 0.34%
13,986
+4,478
62
$569K 0.34%
2,924
+253
63
$550K 0.32%
+26,541
64
$540K 0.32%
34,515
+5,301
65
$540K 0.32%
12,461
66
$537K 0.32%
+15,762
67
$533K 0.31%
9,881
+2,001
68
$522K 0.31%
4,724
+73
69
$513K 0.3%
3,327
-310
70
$512K 0.3%
6,910
-179
71
$479K 0.28%
8,157
-4,419
72
$479K 0.28%
+10,790
73
$459K 0.27%
9,759
+310
74
$459K 0.27%
+7,342
75
$458K 0.27%
+13,675
1 2
3
4 5