MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+7.73%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
127
New
127
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Altria Group
MO
|
$6.43M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$5.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.54M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$5.52M |
| 5 |
Marathon Petroleum
MPC
|
$4.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.66% |
| 2 | Consumer Staples | 7.61% |
| 3 | Consumer Discretionary | 7.39% |
| 4 | Energy | 7.2% |
| 5 | Communication Services | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
SiriusXM
SIRI
$7.96B
| $80K | 0.06% |
+17,881
| New | +$80K |
|
|
DZSI
127
DELISTED
DZS Inc. Common Stock
DZSI
| $10K | 0.01% |
+10,000
| New | +$10K |
|