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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.2%
+18,337
127
$2.42M 0.2%
+48,409
128
$2.41M 0.2%
13,668
+1,354
129
$2.4M 0.2%
6,829
+6,301
130
$2.37M 0.19%
+91,057
131
$2.37M 0.19%
23,305
-4,347
132
$2.37M 0.19%
24,663
+3,323
133
$2.35M 0.19%
57,587
+30,579
134
$2.34M 0.19%
+15,620
135
$2.29M 0.19%
17,716
+11,843
136
$2.29M 0.19%
+36,683
137
$2.27M 0.19%
+33,376
138
$2.24M 0.18%
+33,925
139
$2.21M 0.18%
131,872
-3,762
140
$2.19M 0.18%
14,635
+11,608
141
$2.19M 0.18%
+104,393
142
$2.17M 0.18%
39,010
-2,591
143
$2.16M 0.18%
5,029
+704
144
$2.08M 0.17%
+44,362
145
$2.03M 0.17%
+77,283
146
$2.03M 0.17%
+28,872
147
$2.01M 0.16%
64,533
+12,767
148
$2.01M 0.16%
+115,024
149
$1.99M 0.16%
+38,865
150
$1.95M 0.16%
+94,167
4 5
6
7 8