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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$450K 0.07%
6,970
+2,265
202
$444K 0.07%
3,129
+725
203
$443K 0.07%
+2,225
204
$442K 0.07%
+5,515
205
$439K 0.07%
+5,466
206
$437K 0.07%
6,405
-14,702
207
$435K 0.07%
+4,919
208
$434K 0.07%
2,386
-235
209
$431K 0.07%
+15,544
210
$430K 0.07%
1,980
-406
211
$429K 0.07%
69,443
+7,409
212
$429K 0.07%
+961
213
$427K 0.07%
2,068
-179
214
$425K 0.07%
+3,103
215
$418K 0.07%
+3,949
216
$417K 0.07%
3,566
+906
217
$411K 0.07%
+2,636
218
$410K 0.07%
+2,708
219
$410K 0.07%
+3,246
220
$405K 0.06%
8,116
-175
221
$399K 0.06%
6,370
-135
222
$398K 0.06%
4,452
+340
223
$395K 0.06%
4,481
-1,269
224
$393K 0.06%
959
+116
225
$393K 0.06%
5,757
+694
7 8
9
10 11