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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$14.7M
3
+$6.31M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.23M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$5.98M

Top Sells

1
+$1.7M
2
+$1.56M
3
+$1.37M
4
CVS icon
CVS Health
CVS
+$1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 6.33%
127,164
+12,833
2
$34.5M 5.48%
838,132
+816,488
3
$34.2M 5.43%
257,640
+47,527
4
$31.8M 5.05%
195,240
+35,200
5
$21.7M 3.44%
97,441
+5,409
6
$20M 3.18%
53,541
+7,518
7
$14.7M 2.33%
+387,402
8
$13.8M 2.19%
1,055,720
-15,280
9
$12.5M 1.98%
98,268
+15,636
10
$11.2M 1.77%
139,630
-10,190
11
$9.39M 1.49%
102,373
-2,767
12
$8.64M 1.37%
156,215
+1,921
13
$8.36M 1.33%
35,559
+6,714
14
$8.24M 1.31%
26,936
+20,371
15
$7.81M 1.24%
14,438
-162
16
$7.52M 1.19%
66,410
-3,930
17
$6.9M 1.1%
35,212
+5,915
18
$6.55M 1.04%
18,669
+2,319
19
$6.22M 0.99%
71,020
+36,960
20
$5.98M 0.95%
+102,498
21
$5.8M 0.92%
21,239
+850
22
$5.56M 0.88%
39,984
+10,797
23
$5.38M 0.85%
34,199
+7,918
24
$5.31M 0.84%
350,184
-1,470
25
$5.3M 0.84%
29,746
+3,687
1
2 3 4 5