MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.67K 0.07%
1,325
-500
227
$1.66K 0.07%
+3,240
228
$1.64K 0.07%
+3,957
229
$1.63K 0.07%
+4,217
230
$1.63K 0.07%
+4,175
231
$1.62K 0.07%
+7,460
232
$1.62K 0.07%
+2,069
233
$1.6K 0.06%
+3,251
234
$1.6K 0.06%
+1,984
235
$1.6K 0.06%
+1,781
236
$1.58K 0.06%
400
-1,120
237
$1.57K 0.06%
+5,944
238
$1.54K 0.06%
+9,554
239
$1.54K 0.06%
+1,908
240
$1.5K 0.06%
+1,101
241
$1.5K 0.06%
+2,429
242
$1.46K 0.06%
+700
243
$1.46K 0.06%
+5,360
244
$1.42K 0.06%
+1,565
245
$1.4K 0.06%
+3,075
246
$1.39K 0.06%
+1,100
247
$1.39K 0.06%
+931
248
$1.38K 0.06%
+1,250
249
$1.38K 0.06%
+9,419
250
$1.34K 0.05%
+5,150
8 9
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