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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$665K
3
+$478K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$432K
5
LEA icon
Lear
LEA
+$383K

Top Sells

1
+$2.8M
2
+$2.23M
3
+$2.16M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.53M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.32%
9,880
-116
77
$495K 0.31%
10,260
-100
78
$483K 0.31%
10,771
+5,059
79
$482K 0.31%
3,275
-512
80
$481K 0.3%
60,896
-784
81
$480K 0.3%
4,154
-335
82
$480K 0.3%
31,782
+638
83
$462K 0.29%
4,920
-385
84
$448K 0.28%
5,362
+104
85
$448K 0.28%
11,340
-11,100
86
$432K 0.27%
+5,603
87
$431K 0.27%
12,940
-270
88
$427K 0.27%
8,185
+205
89
$424K 0.27%
8,860
-1,050
90
$416K 0.26%
8,006
+828
91
$407K 0.26%
3,271
+970
92
$402K 0.25%
12,612
+60
93
$401K 0.25%
5,947
+1,376
94
$397K 0.25%
37,000
+7,000
95
$396K 0.25%
7,285
-75
96
$387K 0.25%
3,190
-275
97
$383K 0.24%
+2,695
98
$378K 0.24%
4,680
-11,393
99
$358K 0.23%
5,125
-15
100
$358K 0.23%
+14,865
2 3
4
5 6