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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$519K 0.31%
21,154
+10,058
77
$517K 0.31%
+13,143
78
$506K 0.3%
5,305
-506
79
$502K 0.3%
4,489
-1,558
80
$491K 0.29%
+8,598
81
$487K 0.29%
4,312
+1,592
82
$486K 0.29%
16,724
-1,230
83
$484K 0.29%
+10,360
84
$475K 0.28%
+11,954
85
$473K 0.28%
9,910
-6,500
86
$472K 0.28%
9,996
+950
87
$466K 0.28%
61,680
+14,512
88
$462K 0.28%
+31,144
89
$451K 0.27%
+4,143
90
$442K 0.26%
+7,980
91
$441K 0.26%
+2,985
92
$439K 0.26%
2,633
-3,600
93
$431K 0.26%
5,258
+732
94
$427K 0.26%
8,765
-1,412
95
$408K 0.24%
3,948
+33
96
$407K 0.24%
12,552
+3,736
97
$403K 0.24%
+5,140
98
$402K 0.24%
6,443
+225
99
$390K 0.23%
3,465
-388
100
$384K 0.23%
+13,210
2 3
4
5 6