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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.9M 0.14%
60,693
+1,588
152
$2.9M 0.14%
51,249
-581
153
$2.9M 0.14%
6,513
+1,966
154
$2.87M 0.14%
33,994
+763
155
$2.85M 0.14%
24,774
-177
156
$2.82M 0.13%
16,921
+5,913
157
$2.8M 0.13%
11,331
-819
158
$2.79M 0.13%
49,727
+44
159
$2.7M 0.13%
47,852
+410
160
$2.7M 0.13%
72,699
+332
161
$2.63M 0.12%
123,478
-68,966
162
$2.57M 0.12%
61,484
+316
163
$2.55M 0.12%
+37,614
164
$2.54M 0.12%
4,460
-116
165
$2.54M 0.12%
+22,325
166
$2.52M 0.12%
40,479
-774
167
$2.51M 0.12%
35,779
+7,560
168
$2.51M 0.12%
69,889
+30,553
169
$2.46M 0.12%
31,215
+13,667
170
$2.44M 0.12%
42,541
-11,645
171
$2.41M 0.11%
153,592
+1,477
172
$2.4M 0.11%
10,761
-56
173
$2.37M 0.11%
14,548
-1,597
174
$2.3M 0.11%
86,447
-5,073
175
$2.25M 0.11%
12,846
-2,811
5 6
7
8 9