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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.72M 0.18%
30,388
+1,498
127
$3.62M 0.17%
7,720
-23
128
$3.62M 0.17%
25,796
+823
129
$3.6M 0.17%
61,030
130
$3.59M 0.17%
90,129
-8,586
131
$3.58M 0.17%
43,629
+17,716
132
$3.52M 0.17%
44,490
+1,755
133
$3.38M 0.16%
44,725
+3,851
134
$3.37M 0.16%
278,458
+26,793
135
$3.37M 0.16%
26,576
+11,592
136
$3.36M 0.16%
52,646
+1,005
137
$3.34M 0.16%
8,318
-111
138
$3.34M 0.16%
6,700
-398
139
$3.32M 0.16%
46,681
-72
140
$3.3M 0.16%
8,896
+137
141
$3.25M 0.15%
80,497
-963
142
$3.22M 0.15%
78,695
-4,369
143
$3.17M 0.15%
63,249
+989
144
$3.07M 0.15%
24,058
+1,420
145
$3.02M 0.14%
16,310
-3,009
146
$3M 0.14%
40,276
+8,400
147
$2.99M 0.14%
126,471
-816
148
$2.99M 0.14%
52,751
+253
149
$2.96M 0.14%
6,085
+1,319
150
$2.91M 0.14%
11,006
+1,108
4 5
6
7 8