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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.09M
3
+$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-13,976
202
– –
-715
203
– –
-2,600
204
– –
-5,749
205
– –
-49,600
206
– –
-1,835
207
– –
-75,600
208
– –
-1,283
5 6 7 8
9