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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.06%
10,676
+685
227
$567K 0.06%
6,611
+1,084
228
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231
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232
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3,214
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233
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234
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11,177
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236
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237
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7,920
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238
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239
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4,657
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240
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241
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242
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62,353
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243
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192,000
244
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245
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4,375
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246
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5,777
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247
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3,202
248
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4,437
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249
$478K 0.05%
8,514
+21
250
$476K 0.05%
1,025
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10
11 12