MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.95M 0.19%
65,101
-14,407
102
$4.87M 0.19%
7,998
-65
103
$4.82M 0.18%
44,738
-411
104
$4.79M 0.18%
51,320
+6,948
105
$4.77M 0.18%
163,808
-172
106
$4.75M 0.18%
80,300
+16,857
107
$4.65M 0.18%
41,869
-897
108
$4.63M 0.18%
18,726
-54
109
$4.63M 0.18%
35,258
+614
110
$4.62M 0.18%
100,889
+6,868
111
$4.62M 0.18%
91,294
-55,551
112
$4.57M 0.18%
120,320
+2,311
113
$4.56M 0.17%
28,163
-61,669
114
$4.52M 0.17%
365,206
+21,916
115
$4.5M 0.17%
100,790
-174
116
$4.34M 0.17%
22,178
-3,333
117
$4.34M 0.17%
83,017
+770
118
$4.19M 0.16%
47,754
-16
119
$4.17M 0.16%
247,001
+35,572
120
$4.15M 0.16%
43,026
+2,539
121
$4.14M 0.16%
46,362
+217
122
$4.12M 0.16%
6,703
+1,883
123
$4.08M 0.16%
22,185
-16,550
124
$4.04M 0.16%
18,197
+2,702
125
$4.03M 0.15%
14,285
-416
3 4
5
6 7