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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.4M
3
+$11.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.62M

Top Sells

1
+$7.03M
2
+$2.39M
3
+$1.47M
4
T icon
AT&T
T
+$1.24M
5
XITK icon
SPDR FactSet Innovative Technology ETF
XITK
+$1.16M

Sector Composition

1 Technology 15.78%
2 Energy 9.12%
3 Financials 7.14%
4 Consumer Discretionary 6.11%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.34M 0.11%
11,766
+674
202
$1.32M 0.11%
9,728
+404
203
$1.32M 0.11%
7,241
+3,743
204
$1.3M 0.11%
+63,724
205
$1.3M 0.11%
+26,728
206
$1.29M 0.11%
3,537
+1,283
207
$1.29M 0.11%
13,077
+3,858
208
$1.29M 0.11%
+29,021
209
$1.26M 0.1%
18,087
+1,721
210
$1.26M 0.1%
3,878
+1,450
211
$1.25M 0.1%
+64,564
212
$1.25M 0.1%
16,479
+966
213
$1.24M 0.1%
11,517
+1,902
214
$1.24M 0.1%
17,314
+2,232
215
$1.23M 0.1%
14,952
+1,446
216
$1.23M 0.1%
+16,470
217
$1.22M 0.1%
+86,606
218
$1.21M 0.1%
+15,061
219
$1.2M 0.1%
28,022
-22
220
$1.19M 0.1%
27,200
+1,353
221
$1.19M 0.1%
2,494
-377
222
$1.18M 0.1%
10,470
+842
223
$1.16M 0.09%
+19,435
224
$1.16M 0.09%
25,358
+293
225
$1.15M 0.09%
6,599
+802
7 8
9
10 11