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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$3.17M
3 +$2.47M
4
MSFT icon
Microsoft
MSFT
+$1.89M
5
NFLX icon
Netflix
NFLX
+$1.87M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-10,000