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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$391K 0.07%
3,750
+6
152
$388K 0.06%
3,131
-237
153
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-170
154
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156
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5,742
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157
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158
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159
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160
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161
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162
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163
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283
164
$344K 0.06%
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165
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166
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167
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171
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2,342
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172
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17,398
173
$268K 0.04%
201
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174
$266K 0.04%
5,266
+296
175
$265K 0.04%
1,092
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