MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
State Street SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.56M 0.13%
+9,318
177
$1.55M 0.13%
+70,382
178
$1.54M 0.13%
26,248
+5,001
179
$1.53M 0.13%
11,428
+2,069
180
$1.53M 0.13%
14,170
+2,157
181
$1.51M 0.12%
11,117
+5,401
182
$1.51M 0.12%
33,968
+1,325
183
$1.51M 0.12%
+53,992
184
$1.47M 0.12%
9,593
+327
185
$1.44M 0.12%
63,406
-4,619
186
$1.44M 0.12%
11,242
+7,018
187
$1.43M 0.12%
+52,955
188
$1.42M 0.12%
33,685
+24,465
189
$1.41M 0.11%
17,459
+14,745
190
$1.4M 0.11%
7,097
+4,614
191
$1.4M 0.11%
49,288
+1,371
192
$1.39M 0.11%
19,864
+2,317
193
$1.39M 0.11%
+5,045
194
$1.39M 0.11%
+57,438
195
$1.39M 0.11%
7,343
+1,957
196
$1.38M 0.11%
27,971
-48,415
197
$1.37M 0.11%
78,500
+42,070
198
$1.37M 0.11%
+16,366
199
$1.36M 0.11%
+59,406
200
$1.35M 0.11%
+45,976
6 7
8
9 10