MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.88M 0.38%
53,336
+9,761
52
$9.87M 0.38%
395,852
+23,267
53
$9.63M 0.37%
8,932
+43
54
$9.57M 0.37%
86,606
+3,209
55
$9.52M 0.37%
129,466
+18,617
56
$9.49M 0.36%
27,791
+1,873
57
$9.44M 0.36%
56,472
-2,585
58
$9.17M 0.35%
76,490
+5,460
59
$9.05M 0.35%
15,911
+2,739
60
$8.85M 0.34%
37,444
+1,032
61
$8.75M 0.34%
32,268
-977
62
$8.67M 0.33%
110,666
+5,162
63
$8.49M 0.33%
11,133
+1,035
64
$8.49M 0.33%
55,242
-706
65
$8.09M 0.31%
191,002
-897
66
$8.09M 0.31%
64,220
67
$7.94M 0.3%
149,785
+331
68
$7.83M 0.3%
177,298
+11,602
69
$7.75M 0.3%
55,158
-1,028
70
$7.4M 0.28%
16,190
+2,079
71
$7.4M 0.28%
24,584
+1,211
72
$7.27M 0.28%
+134,594
73
$7.13M 0.27%
84,723
+6,523
74
$7.07M 0.27%
238,525
-6,240
75
$6.98M 0.27%
76,111
+3,224
1 2
3
4 5