MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.39M
3
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.87M
5
BA icon
Boeing
BA
+$1.65M

Top Sells

1
+$2.14M
2
+$2.13M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$532K
5
XRLV
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$479K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.28%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.13%
5,885
+119
152
$272K 0.12%
11,125
153
$270K 0.12%
4,932
+12
154
$264K 0.12%
1,410
155
$263K 0.12%
5,045
+20
156
$262K 0.12%
+6,468
157
$261K 0.12%
+10,500
158
$255K 0.12%
3,170
+221
159
$252K 0.11%
+8,770
160
$252K 0.11%
+2,856
161
$248K 0.11%
+4,803
162
$242K 0.11%
+1,447
163
$238K 0.11%
+21,208
164
$237K 0.11%
1,567
-1,524
165
$235K 0.11%
1,888
-260
166
$235K 0.11%
+2,897
167
$231K 0.11%
+10,648
168
$231K 0.11%
+1,529
169
$229K 0.1%
7,915
+355
170
$226K 0.1%
6,948
-765
171
$225K 0.1%
1,825
+25
172
$225K 0.1%
+1,252
173
$222K 0.1%
+2,055
174
$220K 0.1%
+5,815
175
$218K 0.1%
+3,224
5 6
7
8 9