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
$158M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$653K
3
+$459K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$397K
5
LEA icon
Lear
LEA
+$382K

Top Sells

1
+$2.77M
2
+$2.23M
3
+$2.12M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.75M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$1.5M

Sector Composition

1 Financials 12.92%
2 Consumer Staples 8.03%
3 Industrials 7.67%
4 Consumer Discretionary 6.92%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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-3,948
179
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180
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181
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-69,290
182
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-5,453
183
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184
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185
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-6,443
186
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-63,300
4 5 6 7
8