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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.4M 0.21%
56,970
-2,718
102
$4.33M 0.21%
19,006
+79
103
$4.33M 0.2%
50,512
-1,408
104
$4.3M 0.2%
52,259
+749
105
$4.29M 0.2%
34,594
+288
106
$4.26M 0.2%
163,447
-6,029
107
$4.24M 0.2%
26,458
+44
108
$4.15M 0.2%
26,021
+10,218
109
$4.13M 0.2%
19,616
-517
110
$4.12M 0.19%
21,963
+269
111
$4.09M 0.19%
174,231
+17,168
112
$4.09M 0.19%
80,177
+1,965
113
$4.05M 0.19%
15,529
-317
114
$4.02M 0.19%
63,351
+10,931
115
$4.02M 0.19%
43,475
+1,026
116
$4.01M 0.19%
43,420
+456
117
$3.98M 0.19%
36,029
+2,205
118
$3.94M 0.19%
179,863
+3,167
119
$3.92M 0.19%
169,285
-7,130
120
$3.92M 0.19%
113,241
-28,109
121
$3.9M 0.18%
21,988
-145
122
$3.89M 0.18%
28,268
+118
123
$3.87M 0.18%
31,797
-17
124
$3.83M 0.18%
7,375
+138
125
$3.74M 0.18%
42,805
+16,009
3 4
5
6 7