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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.18%
1,430
127
$296K 0.18%
900
-1,566
128
$295K 0.18%
17,660
129
$291K 0.18%
2,437
+3
130
$287K 0.18%
1,201
+50
131
$286K 0.18%
3,700
132
$279K 0.17%
2,888
+35
133
$277K 0.17%
9,205
134
$276K 0.17%
53,420
135
$275K 0.17%
+10,620
136
$260K 0.16%
7,545
137
$259K 0.16%
4,765
-192
138
$258K 0.16%
12,742
+91
139
$257K 0.16%
3,334
+3
140
$252K 0.16%
5,621
+369
141
$252K 0.16%
6,052
142
$252K 0.16%
+6,817
143
$250K 0.15%
4,967
-51
144
$246K 0.15%
1,730
+198
145
$246K 0.15%
5,382
+233
146
$245K 0.15%
1,790
147
$245K 0.15%
2,080
148
$243K 0.15%
3,044
149
$243K 0.15%
4,780
-60
150
$234K 0.14%
5,635
+388
3 4 5
6
7