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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$665K
3
+$478K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$432K
5
LEA icon
Lear
LEA
+$383K

Top Sells

1
+$2.8M
2
+$2.23M
3
+$2.16M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.53M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.18%
+6,110
127
$283K 0.18%
2,432
+62
128
$278K 0.18%
+9,075
129
$274K 0.17%
3,566
+3
130
$274K 0.17%
3,885
-21,757
131
$273K 0.17%
6,190
-395
132
$268K 0.17%
5,580
+176
133
$265K 0.17%
+4,035
134
$261K 0.17%
10,350
135
$255K 0.16%
29,330
-16,280
136
$252K 0.16%
+10,952
137
$250K 0.16%
+6,062
138
$250K 0.16%
1,773
+62
139
$249K 0.16%
+12,556
140
$249K 0.16%
+6,940
141
$243K 0.15%
1,397
-454
142
$243K 0.15%
10,000
143
$238K 0.15%
1,070
+61
144
$236K 0.15%
2,839
+178
145
$234K 0.15%
5,977
+27
146
$231K 0.15%
18,500
-3,391
147
$229K 0.15%
5,219
-105
148
$227K 0.14%
+3,385
149
$227K 0.14%
+4,338
150
$225K 0.14%
4,625
4 5
6
7 8