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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$275K
3
+$265K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$252K
5
FITB icon
Fifth Third Bancorp
FITB
+$206K

Top Sells

1
+$515K
2
+$413K
3
+$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.42M 5.8%
64,008
+1,112
2
$8.01M 4.93%
33,471
+1,491
3
$7.4M 4.56%
28,939
-19
4
$6.8M 4.19%
39,340
+51
5
$6.79M 4.18%
661,422
-9,342
6
$5.54M 3.41%
57,308
+465
7
$5.31M 3.27%
94,132
+19
8
$4.88M 3%
21,589
+9
9
$4.21M 2.59%
84,260
+2,120
10
$3.96M 2.44%
20,167
+1
11
$3.78M 2.33%
148,572
+214
12
$3.67M 2.26%
57,409
+155
13
$2.85M 1.75%
70,884
+3,132
14
$2.63M 1.62%
54,647
15
$2.57M 1.58%
148,716
+9,128
16
$2.34M 1.44%
30,318
+1,131
17
$2.08M 1.28%
81,000
18
$1.75M 1.08%
5,638
+19
19
$1.71M 1.05%
32,950
-2,058
20
$1.69M 1.04%
5,381
21
$1.66M 1.02%
12,539
-3
22
$1.49M 0.92%
10,363
23
$1.49M 0.92%
16,375
-84
24
$1.36M 0.84%
76,644
+14,895
25
$1.34M 0.83%
16,287
+286
1
2 3 4 5