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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$487K 0.06%
8,116
227
$482K 0.06%
3,317
228
$482K 0.06%
3,246
229
$477K 0.06%
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230
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231
$471K 0.06%
10,854
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232
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11,807
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233
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234
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235
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236
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2,416
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237
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238
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5,465
239
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240
$455K 0.06%
5,768
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241
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242
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243
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244
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3,202
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245
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5,527
246
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247
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10,244
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248
$427K 0.05%
540
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249
$415K 0.05%
42,094
+15,094
250
$413K 0.05%
4,579
+481
8 9
10
11 12