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
201
$1.8M 0.09%
45,124
+1,907
202
$1.79M 0.08%
21,171
+150
203
$1.76M 0.08%
18,425
-244
204
$1.76M 0.08%
8,702
-110
205
$1.75M 0.08%
69,902
+6,314
206
$1.75M 0.08%
18,870
+946
207
$1.74M 0.08%
87,746
-4,676
208
$1.71M 0.08%
+40,946
209
$1.71M 0.08%
23,085
-215
210
$1.68M 0.08%
2,705
+11
211
$1.66M 0.08%
20,405
+2,367
212
$1.66M 0.08%
17,937
-1,385
213
$1.66M 0.08%
16,548
+4,417
214
$1.65M 0.08%
22,143
-842
215
$1.65M 0.08%
9,348
-664
216
$1.6M 0.08%
21,100
-1,615
217
$1.57M 0.07%
20,723
218
$1.56M 0.07%
5,416
+116
219
$1.53M 0.07%
2,408
+33
220
$1.53M 0.07%
37,779
-370
221
$1.52M 0.07%
58,785
+1,888
222
$1.49M 0.07%
13,958
+420
223
$1.48M 0.07%
13,693
-10
224
$1.47M 0.07%
14,210
-1,798
225
$1.47M 0.07%
13,538
+1,080
7 8
9
10 11