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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.26%
17,330
-220
77
$430K 0.25%
1,873
+910
78
$429K 0.25%
5,431
+554
79
$426K 0.25%
+5,885
80
$423K 0.25%
+20,950
81
$422K 0.25%
3,484
-41
82
$418K 0.25%
2,645
+670
83
$412K 0.24%
8,853
+541
84
$405K 0.24%
3,091
+1,469
85
$404K 0.24%
16,824
+1,692
86
$403K 0.24%
3,006
-1,176
87
$392K 0.23%
5,026
+1,061
88
$389K 0.23%
+10,375
89
$386K 0.23%
36,955
90
$376K 0.22%
2,518
-85
91
$359K 0.21%
4,162
-16
92
$358K 0.21%
208
93
$356K 0.21%
15,139
+2,759
94
$354K 0.21%
15,268
+5,260
95
$346K 0.2%
11,711
-1,304
96
$344K 0.2%
25,554
+67
97
$342K 0.2%
+15,506
98
$337K 0.2%
3,106
-422
99
$334K 0.2%
11,895
-173
100
$329K 0.19%
+6,312
2 3
4
5 6