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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.24%
73,521
+3,425
102
$2.92M 0.24%
67,808
+63,752
103
$2.9M 0.24%
59,610
+42,180
104
$2.84M 0.23%
44,517
+1,874
105
$2.83M 0.23%
157,687
+2,520
106
$2.83M 0.23%
189,867
+144,744
107
$2.8M 0.23%
44,557
+13,568
108
$2.78M 0.23%
16,492
+556
109
$2.78M 0.23%
30,524
+25,699
110
$2.78M 0.23%
38,454
+16,713
111
$2.75M 0.22%
131,528
-3,762
112
$2.73M 0.22%
60,440
+21,795
113
$2.71M 0.22%
12,706
+2,050
114
$2.7M 0.22%
16,355
+3,238
115
$2.7M 0.22%
36,011
-823
116
$2.69M 0.22%
66,336
+13,878
117
$2.64M 0.22%
42,677
-429
118
$2.63M 0.22%
+78,505
119
$2.61M 0.21%
19,925
+17,103
120
$2.58M 0.21%
41,204
+7,369
121
$2.53M 0.21%
65,869
-9,635
122
$2.53M 0.21%
226,936
+58,411
123
$2.51M 0.21%
80,363
+1,243
124
$2.49M 0.2%
10,091
+1,414
125
$2.48M 0.2%
+49,306
3 4
5
6 7