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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.13M
3
+$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Top Sells

1
+$8.9M
2
+$2.95M
3
+$2.52M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.97M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.61M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.24M 0.11%
451
+21
177
$2.23M 0.11%
17,777
+4,619
178
$2.22M 0.11%
7,405
+91
179
$2.21M 0.1%
19,144
-1,084
180
$2.15M 0.1%
109,516
+1,989
181
$2.13M 0.1%
7,362
-117
182
$2.11M 0.1%
43,782
+1,413
183
$2.1M 0.1%
36,180
-5,458
184
$2.08M 0.1%
+16,806
185
$2.01M 0.1%
23,377
-103,509
186
$2.01M 0.1%
13,143
+3,556
187
$1.91M 0.09%
39,649
-1,188
188
$1.9M 0.09%
8,154
+242
189
$1.88M 0.09%
31,205
-2,167
190
$1.88M 0.09%
15,624
+398
191
$1.88M 0.09%
42,646
-10,159
192
$1.88M 0.09%
15,956
-532
193
$1.86M 0.09%
19,180
+82
194
$1.85M 0.09%
11,472
-771
195
$1.85M 0.09%
20,883
+95
196
$1.84M 0.09%
16,289
-1,517
197
$1.84M 0.09%
7,664
-169
198
$1.83M 0.09%
16,472
-628
199
$1.83M 0.09%
7,757
-352
200
$1.81M 0.09%
25,739
-70
6 7
8
9 10