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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$502K 0.06%
+7,068
227
$501K 0.06%
+11,063
228
$497K 0.06%
2,597
+1
229
$494K 0.06%
5,465
230
$493K 0.06%
3,190
-2,706
231
$493K 0.06%
8,906
+4,811
232
$491K 0.06%
3,246
233
$488K 0.06%
11,271
-1,815
234
$486K 0.06%
8,116
235
$483K 0.06%
3,952
+1
236
$483K 0.06%
8,471
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237
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238
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2,787
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239
$461K 0.06%
19,020
240
$461K 0.06%
2,399
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241
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242
$451K 0.06%
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243
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3,120
-8,449
245
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5,527
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246
$444K 0.06%
5,929
+547
247
$442K 0.06%
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248
$438K 0.06%
3,317
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249
$438K 0.06%
1,652
+707
250
$431K 0.05%
3,103
8 9
10
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