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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$447K 0.07%
4,598
+146
227
$440K 0.06%
4,349
+97
228
$436K 0.06%
2,906
+337
229
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2,306
+49
230
$436K 0.06%
3,103
231
$434K 0.06%
5,615
-1,110
232
$432K 0.06%
19,020
-4,766
233
$431K 0.06%
+9,550
234
$427K 0.06%
2,596
-40
235
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13,013
-161
236
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3,291
237
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+4,025
238
$422K 0.06%
7,198
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239
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1,321
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240
$414K 0.06%
1,876
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241
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5,508
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242
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243
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244
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959
245
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246
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6,344
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247
$396K 0.06%
4,024
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248
$396K 0.06%
132,000
249
$388K 0.06%
5,382
+519
250
$385K 0.06%
31,428
+1,374
8 9
10
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