MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$8.17M
2
+$2.87M
3
+$2.81M
4
CRWD icon
CrowdStrike
CRWD
+$2.56M
5
SNOW icon
Snowflake
SNOW
+$2.36M

Top Sells

1
+$2.16M
2
+$1.39M
3
+$1.24M
4
GS icon
Goldman Sachs
GS
+$862K
5
ZM icon
Zoom
ZM
+$842K

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%
9,642
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230
$475K 0.06%
6,398
+469
231
$471K 0.06%
10,854
-2,144
232
$470K 0.06%
11,807
+1,384
233
$470K 0.06%
4,546
+5
234
$465K 0.06%
10,901
-370
235
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3,954
+2
236
$464K 0.06%
2,416
+17
237
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4,695
+1,172
238
$459K 0.06%
5,465
239
$456K 0.06%
2,184
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240
$455K 0.06%
5,768
+114
241
$452K 0.06%
2,035
-308
242
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3,498
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243
$449K 0.06%
192,000
244
$446K 0.06%
3,202
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245
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5,527
246
$440K 0.05%
4,855
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247
$435K 0.05%
10,244
-109
248
$427K 0.05%
540
+14
249
$415K 0.05%
42,094
+15,094
250
$413K 0.05%
4,579
+481
8 9
10
11 12