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
201
$2.24M 0.09%
50,994
+5,187
202
$2.23M 0.09%
14,358
-1,030
203
$2.21M 0.08%
+44,088
204
$2.2M 0.08%
4,410
-905
205
$2.2M 0.08%
7,233
-421
206
$2.19M 0.08%
129,558
-794
207
$2.17M 0.08%
8,787
+237
208
$2.16M 0.08%
10,571
-746
209
$2.15M 0.08%
45,541
-30
210
$2.1M 0.08%
9,718
+838
211
$2.08M 0.08%
+43,626
212
$2.07M 0.08%
20,730
-425
213
$2.03M 0.08%
79,707
+12,717
214
$2.02M 0.08%
59,050
+10,579
215
$2.01M 0.08%
22,398
+28
216
$2M 0.08%
9,404
+7,241
217
$2M 0.08%
11,502
+494
218
$1.99M 0.08%
18,571
+1,003
219
$1.97M 0.08%
69,624
+1,267
220
$1.95M 0.07%
20,235
-727
221
$1.95M 0.07%
10,020
+3,319
222
$1.95M 0.07%
75,995
-1,580
223
$1.93M 0.07%
7,060
-584
224
$1.93M 0.07%
34,374
-918
225
$1.91M 0.07%
86,180
+14,322
7 8
9
10 11