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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$224K 0.13%
+6,916
152
$220K 0.13%
2,661
+124
153
$218K 0.13%
+1,009
154
$212K 0.13%
+1,793
155
$212K 0.13%
+3,803
156
$209K 0.13%
5,150
-11,078
157
$208K 0.12%
+4,172
158
$205K 0.12%
+4,625
159
$204K 0.12%
+3,130
160
$203K 0.12%
7,929
-17,799
161
$90K 0.05%
1,740
-48
162
– –
-10,000
163
– –
-4,510
164
– –
-2,175
165
– –
-5,472
166
– –
-1,981
167
– –
-13,673
168
– –
-3,022
169
– –
-3,355
170
– –
-10,400
171
– –
-2,711
172
– –
-10,000
173
– –
-5,565
174
– –
-23,159
175
– –
-10,140
4 5 6
7
8