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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.27M
3
+$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$2.14M
2
+$1.79M
3
+$993K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$974K
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$946K

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-11,760
177
– –
-30,030
178
– –
-23,820
179
– –
-57,402
180
– –
-4,200
181
– –
-7,250
182
– –
-2,000
183
– –
-3,236
184
– –
-2,975
4 5 6 7
8