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
1
$142M 5.43%
759,603
-10,537
2
$102M 3.92%
401,795
+9,917
3
$98.4M 3.77%
163,944
+1,871
4
$85M 3.26%
164,157
+2,973
5
$77.5M 2.97%
686,920
-31,020
6
$73M 2.8%
332,479
+8,325
7
$61.7M 2.37%
195,698
+1,308
8
$61.3M 2.35%
92,091
+178
9
$41.4M 1.59%
125,543
+13,489
10
$38.3M 1.47%
157,592
+4,332
11
$36.1M 1.38%
485,794
+23,883
12
$34.9M 1.34%
69,366
-3,881
13
$33.2M 1.27%
232,178
+587
14
$32.8M 1.26%
414,672
+57,288
15
$30.8M 1.18%
46,168
-810
16
$29.5M 1.13%
243,512
+200,439
17
$27.7M 1.06%
62,233
-930
18
$26.4M 1.01%
827,665
-26,259
19
$25M 0.96%
102,814
+3,939
20
$23.4M 0.9%
126,131
+5,348
21
$23.1M 0.89%
31,468
-3,164
22
$22.6M 0.87%
63,697
+16,482
23
$22.3M 0.86%
122,507
+45,084
24
$18.4M 0.7%
123,675
+838
25
$18.1M 0.69%
37,963
-3,425
1
2 3 4 5