MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
State Street 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%
40
254
$24K 0.01%
+1,500
255
– –
-1,987
256
– –
-21,616
257
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-8,090
258
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-5,050
259
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-4,560
260
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-12,417
261
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-4,160
262
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-8,200
263
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-27,600
264
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-3,585
265
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-4,470
266
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-2,890
267
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-8,600
268
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-10,500
269
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-4,071
270
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-105,754
271
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-9,177
272
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-16,703
273
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-13,873
274
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-3,308
275
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-8,740
8 9 10
11
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