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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.92M 0.16%
10,960
+6,513
152
$1.91M 0.16%
+19,685
153
$1.87M 0.15%
5,932
+12
154
$1.85M 0.15%
+18,759
155
$1.83M 0.15%
44,046
+15,464
156
$1.83M 0.15%
85,172
+50,135
157
$1.8M 0.15%
8,227
+2,863
158
$1.74M 0.14%
13,646
+911
159
$1.71M 0.14%
3,658
+2,632
160
$1.71M 0.14%
71,749
-9,709
161
$1.71M 0.14%
+18,601
162
$1.69M 0.14%
+23,054
163
$1.67M 0.14%
+94,243
164
$1.66M 0.14%
12,147
+3,268
165
$1.66M 0.14%
44,411
+17,530
166
$1.65M 0.14%
14,325
-3,658
167
$1.65M 0.13%
15,794
+11,176
168
$1.64M 0.13%
+18,020
169
$1.64M 0.13%
+12,985
170
$1.63M 0.13%
17,830
+3,630
171
$1.61M 0.13%
+105,024
172
$1.59M 0.13%
8,065
+4,045
173
$1.58M 0.13%
33,489
+27,363
174
$1.58M 0.13%
15,626
-848
175
$1.56M 0.13%
+32,347
5 6
7
8 9