MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.02M 0.15%
80,237
+17,244
127
$4.02M 0.15%
152,491
-4,307
128
$4.01M 0.15%
103,842
-7,043
129
$3.98M 0.15%
32,539
-281
130
$3.97M 0.15%
127,131
+8,019
131
$3.97M 0.15%
25,140
-701
132
$3.96M 0.15%
89,550
+14,444
133
$3.93M 0.15%
192,557
+5,184
134
$3.93M 0.15%
24,692
-372
135
$3.89M 0.15%
7,803
+87
136
$3.86M 0.15%
148,082
-4,703
137
$3.84M 0.15%
32,960
+792
138
$3.84M 0.15%
110,460
+4,315
139
$3.77M 0.14%
60,956
140
$3.76M 0.14%
27,039
+8
141
$3.74M 0.14%
47,408
+24
142
$3.71M 0.14%
21,487
-669
143
$3.58M 0.14%
67,002
+2,739
144
$3.54M 0.14%
25,112
+83
145
$3.54M 0.14%
56,941
+4,608
146
$3.53M 0.14%
+70,860
147
$3.51M 0.13%
14,503
+220
148
$3.48M 0.13%
79,258
+6,483
149
$3.38M 0.13%
6,949
+148
150
$3.34M 0.13%
328,439
+17,890
4 5
6
7 8