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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.03M 0.33%
+172,954
77
$3.87M 0.32%
245,896
+199,592
78
$3.82M 0.31%
28,990
+20,378
79
$3.79M 0.31%
180,957
-59,324
80
$3.75M 0.31%
+37,804
81
$3.69M 0.3%
16,346
+7,223
82
$3.69M 0.3%
+67,137
83
$3.67M 0.3%
+7,832
84
$3.6M 0.29%
214,596
+807
85
$3.58M 0.29%
70,604
+10,176
86
$3.55M 0.29%
84,820
-190
87
$3.54M 0.29%
58,669
+1,812
88
$3.5M 0.29%
16,976
+4,015
89
$3.49M 0.29%
40,743
+30,597
90
$3.4M 0.28%
43,939
+11,765
91
$3.38M 0.28%
35,833
+5,113
92
$3.3M 0.27%
85,670
-1,269
93
$3.29M 0.27%
23,294
+5,538
94
$3.23M 0.26%
78,078
+3
95
$3.2M 0.26%
31,497
+26,942
96
$3.16M 0.26%
29,044
+12,872
97
$3.15M 0.26%
109,358
98
$3.09M 0.25%
67,155
+24,743
99
$3.06M 0.25%
32,995
+18,204
100
$3.03M 0.25%
361,580
-100,765
2 3
4
5 6