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
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.69M 0.1%
22,124
+103
177
$2.68M 0.1%
28,729
+18,359
178
$2.63M 0.1%
62,603
+7,708
179
$2.63M 0.1%
26,204
+6,072
180
$2.62M 0.1%
8,740
-301
181
$2.61M 0.1%
22,162
+168
182
$2.61M 0.1%
32,139
-369
183
$2.6M 0.1%
+98,267
184
$2.57M 0.1%
2,660
+1,571
185
$2.55M 0.1%
25,371
+3,887
186
$2.51M 0.1%
20,923
-17,642
187
$2.49M 0.1%
13,125
+722
188
$2.45M 0.09%
15,125
-238
189
$2.45M 0.09%
18,310
+2,992
190
$2.45M 0.09%
45,551
+991
191
$2.35M 0.09%
27,922
-71,762
192
$2.33M 0.09%
17,894
-6,559
193
$2.32M 0.09%
24,840
-160
194
$2.31M 0.09%
51,116
+777
195
$2.3M 0.09%
43,524
+3,500
196
$2.29M 0.09%
6,505
-314
197
$2.28M 0.09%
57,650
+8,385
198
$2.26M 0.09%
118,743
+13,687
199
$2.25M 0.09%
15,982
-340
200
$2.25M 0.09%
+16,648
6 7
8
9 10