MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.3M 0.13%
44,908
-232
152
$3.27M 0.13%
25,780
+1
153
$3.19M 0.12%
62,891
-302
154
$3.18M 0.12%
19,673
+348
155
$3.17M 0.12%
8,975
-365
156
$3.15M 0.12%
119,587
-1,654
157
$3.13M 0.12%
9,391
+2,175
158
$3.05M 0.12%
4,240
+1,903
159
$3.02M 0.12%
42,316
-235
160
$3.01M 0.12%
58,308
+20,591
161
$2.99M 0.11%
+63,818
162
$2.99M 0.11%
62,805
-2,378
163
$2.98M 0.11%
+156,549
164
$2.94M 0.11%
44,108
-1,169
165
$2.94M 0.11%
11,684
+604
166
$2.9M 0.11%
42,347
+150
167
$2.89M 0.11%
34,646
-1,339
168
$2.87M 0.11%
43,340
+1,762
169
$2.86M 0.11%
47,518
-501
170
$2.85M 0.11%
28,113
+1,470
171
$2.84M 0.11%
4,772
+353
172
$2.81M 0.11%
+112,477
173
$2.76M 0.11%
45,630
-549
174
$2.73M 0.1%
12,650
175
$2.7M 0.1%
8,288
+2,645
5 6
7
8 9