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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.31%
4,237
-19
77
$501K 0.31%
4,181
78
$496K 0.31%
33,031
+18
79
$478K 0.29%
3,113
+991
80
$477K 0.29%
16,023
+2
81
$474K 0.29%
2,732
+1
82
$473K 0.29%
4,362
-55
83
$468K 0.29%
4,134
-22
84
$459K 0.28%
4,861
-1,691
85
$455K 0.28%
4,211
-7
86
$450K 0.28%
9,370
87
$447K 0.28%
15,798
+2,101
88
$444K 0.27%
5,689
+1
89
$442K 0.27%
11,431
-29
90
$438K 0.27%
3,090
+30
91
$435K 0.27%
5,010
92
$435K 0.27%
7,842
93
$434K 0.27%
8,428
+2,844
94
$432K 0.27%
6,203
+1,115
95
$430K 0.27%
8,011
+2
96
$411K 0.25%
4,917
-199
97
$409K 0.25%
12,610
98
$404K 0.25%
8,969
99
$400K 0.25%
11,644
+200
100
$389K 0.24%
1,474
+4
2 3
4
5 6