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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.3K 0.05%
+1,114
252
$1.29K 0.05%
+1,485
253
$1.29K 0.05%
+2,100
254
$1.27K 0.05%
+5,707
255
$1.27K 0.05%
+941
256
$1.25K 0.05%
+3,257
257
$1.21K 0.05%
+3,298
258
$1.21K 0.05%
+981
259
$1.2K 0.05%
+2,024
260
$1.18K 0.05%
+1,885
261
$1.18K 0.05%
+1,405
262
$1.16K 0.05%
+1,342
263
$1.16K 0.05%
+1,736
264
$1.12K 0.05%
+414
265
$1.09K 0.04%
+1,271
266
$1.09K 0.04%
+1,121
267
$1.07K 0.04%
+3,145
268
$1.06K 0.04%
+4,300
269
$1.04K 0.04%
8,696
-12,512
270
$1.04K 0.04%
+2,048
271
$1.03K 0.04%
+3,303
272
$1.02K 0.04%
+4,272
273
$992 0.04%
+1,087
274
$992 0.04%
+800
275
$991 0.04%
+1,755
9 10
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