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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.26M 0.43%
19,194
+5,799
52
$5.22M 0.43%
67,861
+9,511
53
$5.16M 0.42%
275,192
+265,078
54
$5.09M 0.42%
103,680
55
$5.06M 0.41%
+345,611
56
$5.01M 0.41%
43,992
+36,754
57
$4.92M 0.4%
89,331
+49,861
58
$4.87M 0.4%
24,755
+5,222
59
$4.82M 0.39%
+160,160
60
$4.79M 0.39%
51,837
+9,554
61
$4.73M 0.39%
213,057
+104,000
62
$4.65M 0.38%
111,776
+100,429
63
$4.6M 0.38%
+23,767
64
$4.58M 0.37%
31,896
+21,104
65
$4.54M 0.37%
95,336
+12,407
66
$4.48M 0.37%
+100,151
67
$4.3M 0.35%
29,729
+3,473
68
$4.28M 0.35%
24,504
+7,820
69
$4.26M 0.35%
81,245
+9,684
70
$4.19M 0.34%
+28,296
71
$4.18M 0.34%
23,396
+1,147
72
$4.17M 0.34%
+89,233
73
$4.12M 0.34%
+35,062
74
$4.09M 0.34%
31,936
+1,137
75
$4.03M 0.33%
9,749
+3,525
1 2
3
4 5