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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$558K 0.06%
2,665
-2
227
$545K 0.06%
+2,002
228
$537K 0.06%
17,398
229
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230
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3,027
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231
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8,015
-94
232
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5,516
233
$525K 0.06%
10,057
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234
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+9,527
235
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236
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237
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9,680
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238
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239
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240
$511K 0.06%
4,555
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241
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242
$510K 0.06%
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243
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244
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21,081
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245
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30,000
246
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2,111
247
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248
$478K 0.05%
1,675
-515
249
$467K 0.05%
42,094
250
$467K 0.05%
2,822
8 9
10
11 12