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
$167M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$6.37M
2 +$2.27M
3 +$2.23M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Sector Composition

1 Financials 12.85%
2 Consumer Staples 7.44%
3 Consumer Discretionary 7.02%
4 Industrials 6.81%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.95M 4.77%
111,363
+16,381
2
$7.34M 4.4%
55,448
+48,157
3
$6.72M 4.03%
30,920
+6,135
4
$6.67M 4%
701,238
+71,166
5
$5.77M 3.46%
40,590
-420
6
$5.72M 3.43%
27,743
+8,176
7
$5.64M 3.38%
358,088
-1,236
8
$5.09M 3.05%
28,802
+2,057
9
$4.81M 2.88%
54,781
+2,627
10
$4.75M 2.85%
94,043
-374
11
$3.85M 2.31%
46,374
-2,894
12
$3.72M 2.23%
79,018
+17
13
$3.4M 2.04%
20,748
+7,122
14
$3.18M 1.91%
71,720
+1,600
15
$3.03M 1.81%
70,662
16
$2.91M 1.74%
1,633
-32
17
$2.78M 1.67%
117,951
+96,320
18
$2.32M 1.39%
64,672
+13,452
19
$2.23M 1.33%
+63,300
20
$1.98M 1.19%
30,067
+14,401
21
$1.75M 1.05%
33,850
22
$1.71M 1.03%
25,642
-383
23
$1.56M 0.93%
5,825
+1,773
24
$1.56M 0.93%
12,492
+8,353
25
$1.54M 0.92%
17,111
+1,507