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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.28%
108,384
+10,104
77
$1.73M 0.27%
77,706
+3,512
78
$1.72M 0.27%
23,035
-1,340
79
$1.67M 0.27%
7,527
+537
80
$1.67M 0.27%
+56,774
81
$1.58M 0.25%
70,976
+2,964
82
$1.57M 0.25%
5,856
+2,898
83
$1.57M 0.25%
5,748
-450
84
$1.54M 0.24%
22,838
+19,072
85
$1.53M 0.24%
3,057
-137
86
$1.52M 0.24%
9,462
+3,536
87
$1.49M 0.24%
+48,816
88
$1.44M 0.23%
+9,865
89
$1.35M 0.22%
59,622
-849
90
$1.35M 0.22%
10,427
+7,299
91
$1.34M 0.21%
+28,044
92
$1.31M 0.21%
26,247
+14,343
93
$1.31M 0.21%
2,378
+85
94
$1.31M 0.21%
43,090
-1,315
95
$1.29M 0.2%
3,746
+959
96
$1.27M 0.2%
+8,500
97
$1.23M 0.19%
11,948
+1,810
98
$1.22M 0.19%
3,426
+2,831
99
$1.21M 0.19%
20,853
-1,335
100
$1.21M 0.19%
9,460
-75
2 3
4
5 6