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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.19%
9,600
102
$1.17M 0.19%
23,412
+8,394
103
$1.16M 0.18%
16,925
+5,552
104
$1.15M 0.18%
5,365
+570
105
$1.13M 0.18%
20,687
+713
106
$1.13M 0.18%
4,692
+487
107
$1.13M 0.18%
5,305
+3,742
108
$1.11M 0.18%
9,418
+2,524
109
$1.1M 0.17%
5,653
-1,951
110
$1.08M 0.17%
50,418
+15,084
111
$1.06M 0.17%
27,700
+11,420
112
$1.05M 0.17%
+10,108
113
$1.05M 0.17%
+11,498
114
$1.02M 0.16%
9,339
+2,478
115
$1.02M 0.16%
14,942
+3,492
116
$1.01M 0.16%
20,315
+1,647
117
$1.01M 0.16%
9,449
+6,343
118
$990K 0.16%
13,174
+897
119
$987K 0.16%
72,269
-9,648
120
$980K 0.16%
6,948
-550
121
$952K 0.15%
19,880
+336
122
$939K 0.15%
6,873
-3,792
123
$933K 0.15%
7,074
+3
124
$932K 0.15%
19,755
+6,351
125
$919K 0.15%
6,909
-12,751
3 4
5
6 7