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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$714K 0.11%
3,397
-205
152
$711K 0.11%
+6,553
153
$703K 0.11%
+13,638
154
$664K 0.11%
7,704
-2,212
155
$664K 0.11%
+9,183
156
$660K 0.1%
5,016
+2,309
157
$650K 0.1%
14,522
-2,870
158
$645K 0.1%
13,235
+3,795
159
$640K 0.1%
+11,742
160
$640K 0.1%
+6,230
161
$640K 0.1%
5,385
+98
162
$636K 0.1%
20,016
+336
163
$631K 0.1%
13,832
-44
164
$624K 0.1%
+10,857
165
$622K 0.1%
24,543
+9,197
166
$615K 0.1%
2,808
+334
167
$607K 0.1%
2,820
-35
168
$599K 0.1%
11,146
+5,631
169
$593K 0.09%
4,194
+1,286
170
$588K 0.09%
5,021
+1,129
171
$588K 0.09%
+5,695
172
$584K 0.09%
23,786
+3,270
173
$577K 0.09%
12,565
+3,980
174
$576K 0.09%
+259
175
$575K 0.09%
6,287
+328
5 6
7
8 9