MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
– –
-4,830
159
– –
-6,542
160
– –
-8,649
161
– –
-392
162
– –
-5,289
163
– –
-2,523
164
– –
-15,836
165
– –
-5,735
166
– –
-1,338
167
– –
-15,679
168
– –
-14,456
169
– –
-4,466
170
– –
-2,342
171
– –
-9,140
172
– –
-118,304
173
– –
-2,931
174
– –
-3,785
175
– –
-12,970
5 6
7
8 9