MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.64M
3
+$894K
4
WM icon
Waste Management
WM
+$822K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$812K

Top Sells

1
+$5.01M
2
+$2.81M
3
+$2.17M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.06M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,000
227
– –
-3,179
228
– –
-300
229
– –
-625
230
– –
-9,302
231
– –
-400
232
– –
-1,342
233
– –
-1,561
234
– –
-155
235
– –
-5,360
236
– –
-100
237
– –
-820
238
– –
-7,460
239
– –
-4,725
240
– –
-1,984
241
– –
-1,100
242
– –
-1,260
243
– –
-1,500
244
– –
-5,707
245
– –
-1,930
246
– –
-213
247
– –
-600
248
– –
-730
249
– –
-1,000
250
– –
-525
8 9
10
11 12