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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.1%
1,098
+8
127
$579K 0.1%
1,477
+1
128
$574K 0.1%
6,349
-460
129
$548K 0.09%
7,135
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130
$540K 0.09%
6,592
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131
$527K 0.09%
18,887
+552
132
$523K 0.09%
166
-163
133
$523K 0.09%
9,611
-271
134
$509K 0.08%
8,680
-115
135
$507K 0.08%
4,842
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136
$497K 0.08%
3,223
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137
$487K 0.08%
1,950
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138
$486K 0.08%
9,527
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139
$477K 0.08%
8,229
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140
$464K 0.08%
5,391
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141
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143
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11,914
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144
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145
$429K 0.07%
2,262
+1
146
$422K 0.07%
11,773
+2,684
147
$415K 0.07%
6,476
-52
148
$415K 0.07%
3,150
+147
149
$398K 0.07%
391
+13
150
$396K 0.07%
1,321
4 5
6
7 8