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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$385K 0.24%
7,115
102
$383K 0.24%
3,145
+3
103
$382K 0.24%
2,111
+579
104
$379K 0.23%
6,000
105
$373K 0.23%
6,148
106
$368K 0.23%
16,410
107
$364K 0.22%
9,870
+330
108
$362K 0.22%
4,990
109
$354K 0.22%
3,905
110
$348K 0.21%
8,055
111
$345K 0.21%
7,508
+47
112
$336K 0.21%
12,880
113
$335K 0.21%
7,010
114
$334K 0.21%
13,830
115
$329K 0.2%
2,580
+3
116
$326K 0.2%
6,248
-200
117
$320K 0.2%
4,476
+854
118
$317K 0.2%
17,150
119
$316K 0.19%
2,895
+3
120
$316K 0.19%
6,125
121
$314K 0.19%
3,931
122
$301K 0.19%
10,780
123
$300K 0.18%
6,225
124
$298K 0.18%
5,240
125
$298K 0.18%
23,919
+58
3 4
5
6 7