MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$216K 0.05%
+851
227
$215K 0.05%
1,099
-354
228
$214K 0.05%
+8,053
229
$213K 0.05%
+995
230
$209K 0.05%
+4,527
231
$206K 0.05%
3,835
-21,925
232
$205K 0.05%
+5,250
233
$205K 0.05%
870
-2,930
234
$204K 0.05%
+3,430
235
$202K 0.05%
60,000
+30,000
236
$201K 0.05%
595
-172
237
$200K 0.05%
+9,440
238
$171K 0.04%
5,515
+1,743
239
$167K 0.04%
+15,339
240
$164K 0.04%
11,907
-56,147
241
$157K 0.04%
+11,576
242
$154K 0.04%
10,500
243
$152K 0.04%
11,376
244
$151K 0.04%
10,434
245
$148K 0.04%
10,085
+12
246
$143K 0.04%
60,000
+40,000
247
$138K 0.03%
23,477
+11,917
248
$136K 0.03%
11,000
249
$116K 0.03%
30,000
250
$112K 0.03%
16,909
-770
8 9
10
11 12