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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$665K
3
+$478K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$432K
5
LEA icon
Lear
LEA
+$383K

Top Sells

1
+$2.8M
2
+$2.23M
3
+$2.16M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.53M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.23%
1,465
+420
102
$357K 0.23%
2,391
-594
103
$356K 0.23%
11,579
-1,071
104
$356K 0.23%
+4,796
105
$347K 0.22%
3,138
+3
106
$347K 0.22%
5,341
-5,956
107
$337K 0.21%
6,247
+2,444
108
$335K 0.21%
12,880
109
$332K 0.21%
2,649
-1,880
110
$332K 0.21%
5,088
+108
111
$332K 0.21%
+13,830
112
$331K 0.21%
13,890
-675
113
$325K 0.21%
+4,890
114
$325K 0.21%
1,460
115
$321K 0.2%
8,284
+604
116
$316K 0.2%
2,889
+72
117
$316K 0.2%
3,961
+1,122
118
$315K 0.2%
+8,340
119
$313K 0.2%
12,602
+148
120
$310K 0.2%
5,805
+10
121
$301K 0.19%
9,623
+2,445
122
$299K 0.19%
5,007
+666
123
$299K 0.19%
+4,035
124
$291K 0.18%
25,971
-1,554
125
$284K 0.18%
4,875
-348
3 4
5
6 7