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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$155K 0.09%
20,265
+1,323
152
$147K 0.09%
+10,200
153
$122K 0.07%
20,000
154
$107K 0.06%
+11,401
155
$89K 0.05%
2,452
-737
156
$61K 0.04%
1,063
-200
157
$56K 0.03%
+600
158
– –
-3,785
159
– –
-9,560
160
– –
-2,342
161
– –
-9,140
162
– –
-118,304
163
– –
-2,931
164
– –
-5,568
165
– –
-7,110
166
– –
-3,750
167
– –
-11,560
168
– –
-96,689
169
– –
-810
170
– –
-7,500
171
– –
-4,471
172
– –
-15,740
173
– –
-19,230
174
– –
-8,117
175
– –
-20,358
5 6
7
8 9