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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.71M
3
+$3.88M
4
AMZN icon
Amazon
AMZN
+$3.57M
5
AAPL icon
Apple
AAPL
+$2.85M

Top Sells

1
+$4.53M
2
+$3.83M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
BAC icon
Bank of America
BAC
+$1.33M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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