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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.02%
11,000
252
$52K 0.01%
29,867
-273,567
253
$32K 0.01%
1,200
254
$24K 0.01%
+1,500
255
– –
-4,986
256
– –
-8,600
257
– –
-10,500
258
– –
-4,071
259
– –
-105,754
260
– –
-9,177
261
– –
-16,703
262
– –
-8,090
263
– –
-13,873
264
– –
-3,308
265
– –
-5,050
266
– –
-4,560
267
– –
-12,417
268
– –
-4,160
269
– –
-8,740
270
– –
-8,200
271
– –
-4,572
272
– –
-9,826
273
– –
-5,569
274
– –
-1,380
275
– –
-26,773
8 9 10
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