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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$903K 0.14%
4,259
-122
127
$892K 0.14%
7,506
-2,089
128
$890K 0.14%
13,516
-285
129
$887K 0.14%
30,527
+1,847
130
$878K 0.14%
7,325
-405
131
$872K 0.14%
+7,012
132
$871K 0.14%
6,829
+4,320
133
$867K 0.14%
4,045
+565
134
$866K 0.14%
5,147
+1,161
135
$837K 0.13%
3,597
+1,172
136
$821K 0.13%
8,545
+154
137
$815K 0.13%
3,633
-242
138
$813K 0.13%
3,802
-4,247
139
$804K 0.13%
39,218
+20,415
140
$802K 0.13%
52,950
-3,252
141
$784K 0.12%
3,319
-338
142
$780K 0.12%
7,062
-636
143
$777K 0.12%
+5,134
144
$773K 0.12%
9,909
-6,982
145
$771K 0.12%
+13,605
146
$759K 0.12%
42,200
+922
147
$727K 0.12%
+4,332
148
$717K 0.11%
11,686
-275
149
$716K 0.11%
15,976
+10,386
150
$715K 0.11%
30,651
-236
4 5
6
7 8