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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$381K 0.23%
+12,650
102
$377K 0.23%
+1,849
103
$373K 0.22%
+7,360
104
$370K 0.22%
7,178
+2
105
$353K 0.21%
7,680
+405
106
$347K 0.21%
+5,795
107
$347K 0.21%
3,858
+600
108
$337K 0.2%
+14,565
109
$336K 0.2%
+3,135
110
$333K 0.2%
5,470
+852
111
$332K 0.2%
12,880
-220
112
$321K 0.19%
17,820
+675
113
$320K 0.19%
27,525
+13,258
114
$319K 0.19%
+21,891
115
$319K 0.19%
1,460
-986
116
$318K 0.19%
7,571
+125
117
$311K 0.19%
+45,610
118
$311K 0.19%
+30,000
119
$310K 0.19%
4,980
+545
120
$309K 0.19%
+2,760
121
$306K 0.18%
2,817
+169
122
$305K 0.18%
5,223
-897
123
$303K 0.18%
4,571
+741
124
$299K 0.18%
+12,454
125
$296K 0.18%
1,851
+478
3 4
5
6 7