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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.17M 0.29%
+165,530
77
$6.13M 0.29%
34,602
-363
78
$6.09M 0.29%
6,831
+316
79
$5.81M 0.27%
9,214
+53
80
$5.72M 0.27%
65,127
-6,156
81
$5.71M 0.27%
168,523
+11,169
82
$5.56M 0.26%
21,938
+324
83
$5.56M 0.26%
30,552
-520
84
$5.53M 0.26%
228,498
+16,195
85
$5.52M 0.26%
70,776
+209
86
$5.52M 0.26%
201,355
-23,051
87
$5.31M 0.25%
52,648
+11,595
88
$5.29M 0.25%
53,678
-914
89
$5.24M 0.25%
51,502
+294
90
$5.12M 0.24%
74,254
+4,228
91
$5.11M 0.24%
25,857
-956
92
$5.04M 0.24%
191,273
+13,588
93
$4.98M 0.24%
134,258
-729
94
$4.85M 0.23%
130,437
+123,085
95
$4.84M 0.23%
381,188
-23,723
96
$4.81M 0.23%
13,668
+263
97
$4.66M 0.22%
4,392
+1,241
98
$4.56M 0.22%
18,980
+1,432
99
$4.54M 0.21%
13,263
-677
100
$4.43M 0.21%
31,716
+398
2 3
4
5 6