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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.44%
10,838
-1,717
52
$2.73M 0.43%
17,944
+491
53
$2.72M 0.43%
29,647
+20,529
54
$2.55M 0.4%
12,741
-1,920
55
$2.53M 0.4%
35,346
-1,013
56
$2.4M 0.38%
124,158
-370
57
$2.38M 0.38%
40,496
+648
58
$2.35M 0.37%
42,374
+4,422
59
$2.33M 0.37%
404,980
+17,735
60
$2.29M 0.36%
6,077
+92
61
$2.28M 0.36%
19,263
+8,615
62
$2.27M 0.36%
26,941
+5,147
63
$2.25M 0.36%
30,836
+25,376
64
$2.12M 0.34%
28,035
+908
65
$2.08M 0.33%
80,137
+4,773
66
$2.06M 0.33%
55,969
+23,984
67
$1.98M 0.31%
+9,495
68
$1.95M 0.31%
13,299
+1,804
69
$1.93M 0.31%
29,731
+716
70
$1.89M 0.3%
+11,764
71
$1.88M 0.3%
24,352
+928
72
$1.88M 0.3%
17,128
+4,520
73
$1.85M 0.29%
15,393
+6,759
74
$1.83M 0.29%
5,163
-47
75
$1.82M 0.29%
5,482
-2,266
1 2
3
4 5