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

Top Buys

1
+$11.3M
2
+$6.68M
3
+$5.44M
4
NVDA icon
NVIDIA
NVDA
+$2.88M
5
META icon
Meta Platforms (Facebook)
META
+$2.87M

Top Sells

1
+$1.54M
2
+$1.44M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$954K

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%
40
254
$24K 0.01%
+1,500
255
– –
-8,600
256
– –
-10,500
257
– –
-4,071
258
– –
-105,754
259
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-9,177
260
– –
-16,703
261
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-8,090
262
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-13,873
263
– –
-3,308
264
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-5,050
265
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-12,417
266
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-4,160
267
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-8,740
268
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-8,200
269
– –
-4,572
270
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-4,986
271
– –
-9,826
272
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-5,569
273
– –
-1,380
274
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-26,773
275
– –
-14,890
8 9 10
11
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