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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.38%
27,955
+24
52
$2.25M 0.37%
19,446
-3,061
53
$2.23M 0.37%
24,972
+3,421
54
$1.92M 0.32%
22,830
-1,578
55
$1.82M 0.3%
18,610
-171
56
$1.81M 0.3%
22,710
-1,776
57
$1.71M 0.28%
8,766
-322
58
$1.67M 0.28%
8,741
+32
59
$1.66M 0.28%
14,551
+585
60
$1.66M 0.28%
26,203
+5,729
61
$1.65M 0.28%
6,104
+6
62
$1.54M 0.26%
39,681
-3,006
63
$1.54M 0.26%
18,831
-4,353
64
$1.48M 0.25%
13,748
-2,224
65
$1.47M 0.25%
2,108
+57
66
$1.45M 0.24%
+25,338
67
$1.43M 0.24%
107,573
-14,287
68
$1.41M 0.23%
37,889
-934
69
$1.39M 0.23%
36,763
-485
70
$1.38M 0.23%
8,688
-1,139
71
$1.36M 0.23%
3,749
-67
72
$1.33M 0.22%
80,556
-2,000
73
$1.33M 0.22%
11,299
-135
74
$1.3M 0.22%
23,302
75
$1.27M 0.21%
6,166
-51
1 2
3
4 5