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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.15M 0.43%
83,130
+42,724
52
$8.76M 0.41%
381,335
+12,009
53
$8.4M 0.4%
25,134
+1,405
54
$8.21M 0.39%
54,017
-2,374
55
$7.79M 0.37%
78,350
-9,251
56
$7.71M 0.36%
316,135
+23,543
57
$7.52M 0.36%
149,001
+46,267
58
$7.3M 0.35%
9,457
+418
59
$7.25M 0.34%
62,957
+1,364
60
$7.21M 0.34%
139,388
-6,703
61
$7.19M 0.34%
33,383
-330
62
$7.09M 0.34%
259,558
+5,029
63
$7.04M 0.33%
254,010
+10,611
64
$7.02M 0.33%
106,237
-3,330
65
$6.91M 0.33%
41,478
+5,196
66
$6.91M 0.33%
21,863
+1,186
67
$6.83M 0.32%
34,865
-45
68
$6.8M 0.32%
58,722
-5,283
69
$6.55M 0.31%
12,436
+797
70
$6.54M 0.31%
71,580
+3,737
71
$6.53M 0.31%
81,402
+2,889
72
$6.43M 0.3%
62,938
-504
73
$6.4M 0.3%
109,285
+538
74
$6.18M 0.29%
14,594
-543
75
$6.18M 0.29%
42,741
+181
1 2
3
4 5