MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
-14.66%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(-27%)
Cap. Flow
-$26.9M
Cap. Flow
% of AUM
-15.82%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
208
New
39
Increased
63
Reduced
48
Closed
51
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$2.43M |
| 2 |
CME Group
CME
|
$2.09M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.77M |
| 4 |
ProShares Russell 2000 Dividend Growers ETF
SMDV
|
$1.12M |
| 5 |
JPMorgan Chase
JPM
|
$1.01M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$6.29M |
| 2 |
Marathon Petroleum
MPC
|
$4.04M |
| 3 |
Boeing
BA
|
$3.9M |
| 4 |
IAC Inc
IAC
|
$3.75M |
| 5 |
Shopify
SHOP
|
$3.74M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Healthcare | 9.86% |
| 3 | Communication Services | 9.43% |
| 4 | Technology | 8.17% |
| 5 | Industrials | 7.54% |
