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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.21%
13,847
-1,114
77
$1.25M 0.21%
10,009
-344
78
$1.25M 0.21%
21,892
-973
79
$1.25M 0.21%
9,258
-408
80
$1.24M 0.21%
13,201
-441
81
$1.24M 0.21%
4,920
-197
82
$1.21M 0.2%
16,111
-276
83
$1.2M 0.2%
3,458
-8
84
$1.19M 0.2%
31,384
-1,716
85
$1.19M 0.2%
11,617
+1,820
86
$1.18M 0.2%
4,172
-1,503
87
$1.12M 0.19%
9,544
-691
88
$1.09M 0.18%
28,316
+316
89
$1.04M 0.17%
8,465
-450
90
$974K 0.16%
6,030
+184
91
$965K 0.16%
7,330
-5
92
$960K 0.16%
10,150
-1,420
93
$948K 0.16%
+15,276
94
$947K 0.16%
21,494
+469
95
$939K 0.16%
5,245
-1,092
96
$932K 0.16%
10,347
-516
97
$919K 0.15%
8,855
+59
98
$886K 0.15%
5,546
-13
99
$881K 0.15%
9,070
+170
100
$879K 0.15%
1,696
+461
2 3
4
5 6