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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$295K 0.18%
3,550
+50
127
$282K 0.17%
+6,585
128
$282K 0.17%
5,453
+249
129
$279K 0.17%
2,301
+369
130
$272K 0.16%
2,370
+271
131
$265K 0.16%
5,324
+1,012
132
$260K 0.16%
4,341
+447
133
$260K 0.16%
5,950
+455
134
$259K 0.16%
9,384
-935
135
$258K 0.15%
10,350
136
$254K 0.15%
+4,884
137
$253K 0.15%
5,404
+932
138
$252K 0.15%
+3,563
139
$250K 0.15%
+12,695
140
$249K 0.15%
+7,044
141
$248K 0.15%
+1,045
142
$243K 0.15%
+7,178
143
$242K 0.15%
+5,712
144
$240K 0.14%
10,000
145
$236K 0.14%
+3,550
146
$235K 0.14%
+1,711
147
$232K 0.14%
+2,985
148
$231K 0.14%
3,508
-950
149
$230K 0.14%
+2,345
150
$226K 0.14%
2,839
+290
4 5
6
7 8