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
$170M
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$2.09M
3 +$1.77M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.12M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1 +$6.29M
2 +$4.04M
3 +$3.9M
4
IAC icon
IAC Inc
IAC
+$3.75M
5
SHOP icon
Shopify
SHOP
+$3.73M

Sector Composition

1 Financials 15.63%
2 Healthcare 9.86%
3 Communication Services 9.43%
4 Technology 8.17%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.2M 6.01%
135,800
+12,960
2
$10M 5.89%
64,874
-2,402
3
$9.43M 5.56%
37,741
+7,088
4
$9.39M 5.53%
35,074
+2,770
5
$7.1M 4.18%
22,009
-12,078
6
$7M 4.12%
71,734
+10,392
7
$5.81M 3.42%
581,844
+1,518
8
$4.83M 2.85%
30,288
+1,773
9
$4.52M 2.66%
18,137
-941
10
$4.11M 2.42%
40,471
+4,868
11
$4.02M 2.37%
162,981
-28,339
12
$3.6M 2.12%
91,232
+19,816
13
$3.27M 1.92%
17,368
+11,090
14
$3.08M 1.81%
77,785
15
$2.96M 1.74%
12,684
+1,925
16
$2.45M 1.44%
18,581
+2,604
17
$2.43M 1.43%
+15,146
18
$1.96M 1.15%
9,589
+1,046
19
$1.94M 1.14%
32,939
-68,439
20
$1.82M 1.07%
119,820
-15,560
21
$1.64M 0.97%
41,462
-13,620
22
$1.58M 0.93%
12,265
+1,705
23
$1.39M 0.82%
28,166
-4,936
24
$1.39M 0.82%
32,020
+17,848
25
$1.32M 0.78%
26,328
-46