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
$601M
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.25M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.57M

Top Sells

1
+$64.9M
2
+$57.7M
3
+$49.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.4M
5
JPM icon
JPMorgan Chase
JPM
+$30.4M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 12.53%
3 Healthcare 7.89%
4 Industrials 7.43%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$257K 0.04%
+4,449
177
$254K 0.04%
2,367
-1,862
178
$253K 0.04%
4,901
-872
179
$252K 0.04%
2,810
+137
180
$251K 0.04%
4,697
-332
181
$246K 0.04%
8,853
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182
$240K 0.04%
+1,457
183
$237K 0.04%
7,358
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184
$236K 0.04%
+1,051
185
$233K 0.04%
1,893
+154
186
$230K 0.04%
1,116
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187
$230K 0.04%
941
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188
$229K 0.04%
4,820
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189
$224K 0.04%
+727
190
$222K 0.04%
+752
191
$218K 0.04%
2,006
+80
192
$209K 0.03%
954
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193
$207K 0.03%
1,191
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194
$124K 0.02%
11,900
195
$97.8K 0.02%
17,723
+174
196
$77.6K 0.01%
10,851
197
$70.2K 0.01%
7,267
-3,333
198
$69.2K 0.01%
37,605
199
– –
-8,930
200
– –
-5,144
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