MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.64M
3
+$894K
4
WM icon
Waste Management
WM
+$822K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$812K

Top Sells

1
+$5.01M
2
+$2.81M
3
+$2.17M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.06M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-460
252
– –
-1,049
253
– –
-715
254
– –
-1,944
255
– –
-940
256
– –
-977
257
– –
-761
258
– –
-1,068
259
– –
-286
260
– –
-362
261
– –
-932
262
– –
-4,699
263
– –
-375
264
– –
-1,835
265
– –
-1,250
266
– –
-1,250
267
– –
-6,608
268
– –
-2,389
269
– –
-1,980
270
– –
-500
271
– –
-1,542
272
– –
-750
273
– –
-414
274
– –
-374
275
– –
-5,150
9 10
11
12 13