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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.16%
13,166
-10,284
127
$268K 0.16%
1,460
128
$258K 0.15%
+11,125
129
$257K 0.15%
+5,025
130
$256K 0.15%
+1,600
131
$256K 0.15%
+1,905
132
$255K 0.15%
+9,729
133
$253K 0.15%
+12,000
134
$251K 0.15%
2,258
+332
135
$251K 0.15%
4,478
-32,799
136
$245K 0.14%
+3,522
137
$240K 0.14%
+7,713
138
$235K 0.14%
+4,920
139
$231K 0.14%
6,965
+1,015
140
$230K 0.14%
+1,770
141
$226K 0.13%
1,355
-79
142
$222K 0.13%
23,151
+8,151
143
$220K 0.13%
2,148
-1,477
144
$219K 0.13%
+1,800
145
$213K 0.13%
730
-62
146
$211K 0.12%
1,410
147
$207K 0.12%
7,560
+500
148
$207K 0.12%
+1,092
149
$206K 0.12%
+9,300
150
$174K 0.1%
13,202
+786
4 5
6
7 8