MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+12.72%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(-2.1%)
Cap. Flow
-$22.5M
Cap. Flow
% of AUM
-10.81%
Top 10 Holdings %
Top 10 Hldgs %
39.55%
Holding
226
New
26
Increased
96
Reduced
61
Closed
30
Top Buys
| 1 |
LK
Luckin Coffee Inc. American Depositary Shares
LK
|
$4.36M |
| 2 |
Waste Management
WM
|
$2.3M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$1.83M |
| 4 |
Walt Disney
DIS
|
$1.62M |
| 5 |
Advanced Micro Devices
AMD
|
$1.59M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$13M |
| 2 |
Netflix
NFLX
|
$7.41M |
| 3 |
AB InBev
BUD
|
$6.6M |
| 4 |
Apple
AAPL
|
$6.47M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.09M |
Sector Composition
| 1 | Financials | 14.27% |
| 2 | Technology | 13.04% |
| 3 | Consumer Discretionary | 11.73% |
| 4 | Communication Services | 8.75% |
| 5 | Industrials | 7.05% |