MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.97M 0.27%
255,254
+13,589
77
$6.9M 0.26%
32,100
+331
78
$6.73M 0.26%
14,521
-6,781
79
$6.71M 0.26%
32,973
+385
80
$6.71M 0.26%
56,541
-499
81
$6.68M 0.26%
13,632
-2,381
82
$6.6M 0.25%
63,165
-772
83
$6.53M 0.25%
234,137
-14,026
84
$6.47M 0.25%
80,890
+7,803
85
$6.19M 0.24%
21,183
+419
86
$6.19M 0.24%
97,358
-2,730
87
$6.18M 0.24%
49,299
-101
88
$6.17M 0.24%
73,486
+2,212
89
$5.97M 0.23%
25,177
+1,438
90
$5.91M 0.23%
17,116
-3,068
91
$5.77M 0.22%
39,600
-959
92
$5.64M 0.22%
228,385
+2,331
93
$5.61M 0.22%
39,415
+2,070
94
$5.51M 0.21%
32,489
+1,599
95
$5.41M 0.21%
+91,102
96
$5.39M 0.21%
21,949
+2,194
97
$5.31M 0.2%
221,820
+18,548
98
$5.23M 0.2%
32,697
-1,251
99
$5.15M 0.2%
182,021
+8,193
100
$4.98M 0.19%
52,599
-4,665
2 3
4
5 6