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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$329K 0.19%
+3,930
102
$328K 0.19%
+3,197
103
$327K 0.19%
+3,351
104
$325K 0.19%
4,770
-1,688
105
$323K 0.19%
+1,134
106
$322K 0.19%
9,420
+46
107
$321K 0.19%
1,802
-3,844
108
$317K 0.19%
12,820
-3,727
109
$316K 0.19%
4,144
+100
110
$311K 0.18%
7,863
-42
111
$309K 0.18%
2,995
-75
112
$307K 0.18%
2,241
+28
113
$305K 0.18%
+4,416
114
$305K 0.18%
1,213
-241
115
$301K 0.18%
7,340
+1,460
116
$295K 0.17%
6,251
-115
117
$287K 0.17%
6,445
-250
118
$285K 0.17%
+5,189
119
$281K 0.17%
+11,254
120
$280K 0.16%
2,198
-322
121
$277K 0.16%
3,080
-75
122
$276K 0.16%
+2,531
123
$276K 0.16%
+6,065
124
$273K 0.16%
+5,766
125
$272K 0.16%
2,949
+805
3 4
5
6 7