MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.75%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$879K 0.15%
1,696
+461
102
$837K 0.14%
8,929
+1,201
103
$823K 0.14%
1,266
+26
104
$800K 0.13%
114,137
+15,463
105
$793K 0.13%
3,177
+12
106
$787K 0.13%
5,042
+975
107
$755K 0.13%
11,148
+2,042
108
$742K 0.12%
2,764
+18
109
$735K 0.12%
8,703
-207
110
$730K 0.12%
18,519
-1,047
111
$718K 0.12%
4,687
-79
112
$701K 0.12%
9,676
+1,616
113
$701K 0.12%
8,747
+41
114
$699K 0.12%
10,763
-5,459
115
$697K 0.12%
9,955
+42
116
$686K 0.11%
3,015
-79
117
$683K 0.11%
2,371
+14
118
$680K 0.11%
11,700
+450
119
$678K 0.11%
4,939
-91
120
$677K 0.11%
2,932
+21
121
$655K 0.11%
5,214
-124
122
$624K 0.1%
4,005
+5
123
$622K 0.1%
14,816
-1,362
124
$617K 0.1%
23,567
-25,802
125
$613K 0.1%
8,371
+4,935
3 4
5
6 7